Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Vanguard Windsor II Fund Mutual fund - in their Schedule of Assets, totaling $225.2M 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 | NV ENERGY, INC. NV ENERGY 401K PLAN | RENO NV | 2,727 | $1.1B | $62.2M |
| 2 | CABOT CORPORATION CABOT 401(K) PLAN | BILLERICA MA | 1,054 | $875.6M | $41.2M |
| 3 | FAIR ISAAC CORPORATION FAIR ISAAC 401(K) PLAN | NOVATO CA | 1,364 |
| $821.6M |
| $29.7M |
| 4 | MANATT, PHELPS & PHILLIPS, LLP MANATT, PHELPS & PHILLIPS, LLP EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 845 | $430.4M | $13.3M |
| 5 | MODJESKI AND MASTERS, INC. MODJESKI AND MASTERS RETIREMENT AND INCENTIVE SAVINGS PLAN | MECHANICSBURG PA | 258 | $77.2M | $12.3M |
| 6 | THANEXUS, INC. THANEXUS, INC. RETIREMENT PLAN | WALL NJ | 352 | $125.4M | $10.6M |
| 7 | NOBLE RESEARCH INSTITUTE, LLC NOBLE RESEARCH INSTITUTE, LLC 401(K) PLAN | ARDMORE OK | 186 | $77.3M | $9.9M |
| 8 | AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN AMERISURE MUTUAL INSURANCE COMPANY 401K SAVINGS PLAN | FARMINGTON HILLS MI | 720 | $230.6M | $5.8M |
| 9 | ALUMINUM PRECISION PRODUCTS, INC. ALUMINUM PRECISION PRODUCTS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | SANTA ANA CA | 750 | $74.3M | $5.0M |
| 10 | SOROS FUND MANAGEMENT LLC SOROS FUND MANAGEMENT LLC PROFIT SHARING PLAN | NEW YORK NY | 193 | $133.1M | $4.5M |
