Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Windsor II Fund, Admiral N/A in their Schedule of Assets, totaling $13.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ESSENTIAL UTILITIES, INC. ESSENTIAL UTILITIES, INC. 401(K) PLAN | BRYN MAWR PA | 3,448 | $623.8M | $6.7M |
| 2 | KUHN NORTH AMERICA, INC. KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN | BRODHEAD WI | 671 | $112.6M | $5.7M |
| 3 | CONCO SERVICES LLC THE CONCO 401(K) AND PROFIT SHARING PLAN |
VERONA PA |
| 495 |
| $23.3M |
| $574K |