Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Windsor II Fund Investor Shares - in their Schedule of Assets, totaling $27.1M 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 | T-SYSTEMS NORTH AMERICA, INC. T-SYSTEMS NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 195 | $173.2M | $8.1M |
| 2 | WOLFRAM RESEARCH, INC. WOLFRAM RESEARCH, INC. 401(K) PLAN | CHAMPAIGN IL | 370 | $82.4M | $6.0M |
| 3 | THIELSCH ENGINEERING, INC. THIELSCH ENGINEERING INC. 401(K) SAVINGS PLAN |
CRANSTON RI |
| 622 |
| $65.2M |
| $3.8M |
| 4 | SOUTH LOUISIANA MEDICAL ASSOCIATES SLMA RETIREMENT SAVINGS PLAN | HOUMA LA | 182 | $96.3M | $2.7M |
| 5 | CHILDRESS KLEIN PROPERTIES, INC. CHILDRESS KLEIN PROPERTIES, INC. 401(K) PLAN | CHARLOTTE NC | 133 | $57.7M | $2.0M |
| 6 | HECLA MINING COMPANY HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN | COEUR DALENE ID | 729 | $162.9M | $2.0M |
| 7 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $1.8M |
| 8 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $616K |
| 9 | PREMIER MEDICAL GROUP OF MISSISSIPPI, LLC PMGM SAVINGS PLAN | RIDGELAND MS | 121 | $41.4M | $121K |
| 10 | OREGON EMERGENCY PHYSICIANS P.C. OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 100 | $114.6M | $27K |
