Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Windsor II Fund Investor Shares Registered investment company in their Schedule of Assets, totaling $142.8M 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 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $82.6M |
| 2 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $36.3M |
| 3 | DETROIT DIESEL CORPORATION DETROIT DIESEL UAW 163 HOURLY SAVINGS PLAN |
PORTLAND OR |
| 1,689 |
| $304.2M |
| $8.8M |
| 4 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN | MT. LAUREL NJ | 112 | $77.6M | $5.3M |
| 5 | MACDONALD, ILLIG, JONES & BRITTON LLP MACDONALD, ILLIG, JONES & BRITTON 401(K) RETIREMENT PLAN | ERIE PA | 91 | $82.4M | $4.5M |
| 6 | CASIO AMERICA, INC. CASIO AMERICA, INC. INCENTIVE SAVINGS RETIREMENT PLAN | DOVER NJ | 151 | $69.8M | $3.4M |
| 7 | MCNICHOLS COMPANY MCNICHOLS COMPANY PROFIT SHARING AND 401(K) PLAN | TAMPA FL | 314 | $46.0M | $1.3M |
| 8 | AL & JOHN, INC. AL & JOHN, INC. 401(K) PROFIT SHARING PLAN | WEST CALDWELL NJ | 186 | $9.9M | $431K |
