Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Windsor II Fund Mutual fund N/A in their Schedule of Assets, totaling $34.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN | DUBUQUE IA | 1,316 | $213.9M | $18.8M |
| 2 | FALLS OF NEUSE MANAGMENT LLC, A NORTH CAROLINA LLC FALLS OF NEUSE MANAGEMENT LLC 401(K) PLAN | RALEIGH NC | 2,901 | $114.2M | $10.2M |
| 3 | LS POWER DEVELOPMENT, LLC |
EAST BRUNSWICK NJ |
| 444 |
| $139.0M |
| $4.3M |
| 4 | CLAAS OF AMERICA INC. CLAAS EMPLOYEES' SAVINGS PLAN | OMAHA NE | 365 | $52.9M | $1.6M |