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 N/R in their Schedule of Assets, totaling $37.8M 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 | COOPERATIEVE RABOBANK U.A. COOPERATIEVE RABOBANK U.A. 401(K) SAVINGS PLAN | NEW YORK NY | 1,481 | $578.9M | $20.5M |
| 2 | ZIMBRICK, INC. ZIMBRICK, INC. RETIREMENT SAVINGS PLAN | MADISON WI | 904 | $130.3M | $13.7M |
| 3 | PTC ALLIANCE LLC PTC ALLIANCE LLC 401(K) PLAN |
WEXFORD PA |
| 636 |
| $56.8M |
| $1.9M |
| 4 | PTC ALLIANCE LLC PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN | WEXFORD PA | 653 | $49.8M | $1.7M |
