Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Windsor II Fund Admiral Registered Investment Company in their Schedule of Assets, totaling $55.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INGRAM INDUSTRIES INC. INGRAM 401(K) RETIREMENT PLAN | NASHVILLE TN | 5,888 | $634.1M | $46.5M |
| 2 | ORTHOPEDIC & FRACTURE CLINIC, P.C. ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 184 | $47.8M | $2.4M |
| 3 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. |
TAMPA FL |
| 172 |
| $71.3M |
| $2.2M |
| 4 | ALBUQUERQUE PUBLISHING COMPANY ALBUQUERQUE PUBLISHING COMPANY 401(K) PLAN | ALBUQUERQUE NM | 144 | $27.0M | $1.4M |
| 5 | MARCUS & MILLICHAP COMPANY MARCUS & MILLICHAP COMPANY 401(K) PLAN | PALO ALTO CA | 218 | $62.1M | $1.2M |
| 6 | INTERPATH LABORATORY, INC. INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 491 | $19.8M | $666K |
| 7 | PRAXIS HEALTH, P.C. PRAXIS MEDICAL GROUP 401(K) PLAN | PENDLETON OR | 464 | $30.1M | $538K |
| 8 | UCSF HEALTH MEDICAL FOUNDATION UCSF HEALTH MEDICAL FOUNDATION 401(K) PLAN | EMERYVILLE CA | 135 | $11.9M | $120K |
