Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Windsor II Fund Admiral Shares Mutual funds in their Schedule of Assets, totaling $17.6M 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 | HAND ARENDALL HARRISON SALE LLC HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST | MOBILE AL | 166 | $106.9M | $7.3M |
| 2 | USHIO AMERICA, INC. USHIO AMERICA AND CHRISTIE DIGITAL SAVINGS AND RETIREMENT PLAN | CYPRESS CA | 496 | $137.9M | $4.5M |
| 3 | ENGEO INCORPORATED |
SAN RAMON CA |
| 234 |
| $77.8M |
| $4.3M |
| 4 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN | SAN RAFAEL CA | 333 | $66.5M | $912K |
| 5 | CAPITAL PROPERTIES SERVICES, LLC CAPITAL PROPERTIES SERVICES, LLC 401(K) PLAN | NEW YORK NY | 218 | $19.6M | $611K |
