Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Windsor II Fund Admiral Shares Mutual Fund Shares a in their Schedule of Assets, totaling $4.5M 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 | THE BRATTLE GROUP, INC. THE BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | BOSTON MA | 388 | $183.2M | $4.5M |
