Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Windsor II Fund Registered investment company in their Schedule of Assets, totaling $135.6M 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 | AMETEK, INC. THE AMETEK RETIREMENT AND SAVINGS PLAN | BERWYN PA | 8,402 | $1.9B | $76.6M |
| 2 | FLOWSERVE CORPORATION FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN | IRVING TX | 4,547 | $1.2B | $27.2M |
| 3 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN |
WEST CHESTER PA |
| 1,041 |
| $546.0M |
| $11.4M |
| 4 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $11.4M |
| 5 | LESAFFRE INTERNATIONAL CORPORATION LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 631 | $117.6M | $7.6M |
| 6 | RENISHAW, INC. RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN | WEST DUNDEE IL | 217 | $57.4M | $1.0M |
| 7 | EICHELBERGER CONSTRUCTION, INC. ECIGROUP FRINGE BENEFIT PLAN | DILLSBURG PA | 223 | $29.9M | $395K |
