Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard Windsor II Fund- Admiral in their Schedule of Assets, totaling $100.2M 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 | ASPHALT MATERIALS, INC. HERITAGE GROUP RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 2,325 | $556.8M | $16.6M |
| 2 | SOUTHWEST BUSINESS CORPORATION SWBC 401(K) PLAN | SAN ANTONIO TX | 2,025 | $275.0M | $10.9M |
| 3 | PILOT TRAVEL CENTERS LLC PILOT TRAVEL CENTERS LLC 401(K) PLAN |
KNOXVILLE TN |
| 29,888 |
| $506.9M |
| $9.2M |
| 4 | STOLL KEENON OGDEN PLLC STOLL KEENON OGDEN PROFIT SHARING PLAN | LEXINGTON KY | 215 | $167.9M | $8.7M |
| 5 | FEDERAL HOME LOAN BANK OF ATLANTA FEDERAL HOME LOAN BANK OF ATLANTA 401(K) SAVINGS PLAN | ATLANTA GA | 348 | $156.7M | $6.5M |
| 6 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $5.5M |
| 7 | ZERO ZONE, INC. ZERO ZONE, INC. 401(K) SAVINGS PLAN | NORTH PRAIRIE WI | 547 | $59.4M | $5.2M |
| 8 | ARCWOOD ENVIRONMENTAL, LLC HERITAGE ENVIRONMENTAL SERVICES, LLC RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,794 | $222.9M | $4.6M |
| 9 | ASTORIA GENERATING COMPANY, LP ASTORIA GENERATING COMPANY, LP RETIREMENT PLAN | STAMFORD CT | 80 | $77.7M | $3.8M |
| 10 | JUMP OPERATIONS, LLC JUMP OPERATIONS, LLC EMPLOYEE 401(K) PLAN | CHICAGO IL | 1,006 | $405.1M | $3.8M |
