Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding Vanguard* Windsor II Fund Admiral Shares in their Schedule of Assets, totaling $1.4B 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 CRAWFORD GROUP, INC. ENTERPRISE HOLDINGS RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 71,379 | $6.5B | $403.6M |
| 2 | CARGILL, INCORPORATED THE CARGILL PARTNERSHIP PLAN | WAYZATA MN | 26,979 | $8.9B | $302.6M |
| 3 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN |
HOUSTON TX |
| 12,051 |
| $7.7B |
| $174.3M |
| 4 | ARROW ELECTRONICS, INC. ARROW ELECTRONICS SAVINGS PLAN | CENTENNIAL CO | 4,271 | $1.5B | $72.9M |
| 5 | CF INDUSTRIES HOLDINGS, INC. CF INDUSTRIES HOLDINGS, INC. 401(K) PLAN | NORTHBROOK IL | 2,232 | $695.7M | $38.3M |
| 6 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $35.0M |
| 7 | PLYMOUTH ROCK ASSURANCE CORPORATION THE PLYMOUTH ROCK COMPANIES SAVINGS AND INVESTMENT PLAN | BOSTON MA | 1,969 | $505.3M | $32.3M |
| 8 | SAPPI NORTH AMERICA, INC. SAPPI NORTH AMERICA, INC. SALARIED INVESTMENT PLAN | BOSTON MA | 749 | $376.8M | $31.9M |
| 9 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $31.7M |
| 10 | SAPPI NORTH AMERICA, INC. SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN | BOSTON MA | 1,252 | $282.3M | $31.2M |
