Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 99 U.S. retirement plans report holding Vanguard: Windsor II Fund in their Schedule of Assets, totaling $977.2M 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 | MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER MICHELIN 401(K) SAVINGS PLAN | GREENVILLE SC | 15,068 | $4.5B | $311.9M |
| 2 | THE NEIMAN MARCUS GROUP LLC THE NEIMAN MARCUS GROUP LLC RETIREMENT SAVINGS PLAN | DALLAS TX | 9,666 | $1.4B | $78.9M |
| 3 | VILLANOVA UNIVERSITY |
VILLANOVA PA |
| 3,257 |
| $1.2B |
| $61.2M |
| 4 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $48.3M |
| 5 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $46.9M |
| 6 | ESSITY NORTH AMERICA INC. ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN | PHILADELPHIA PA | 3,118 | $912.8M | $44.3M |
| 7 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $28.2M |
| 8 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $27.3M |
| 9 | METTLER-TOLEDO, LLC METTLER-TOLEDO, LLC ENHANCED RETIREMENT SAVINGS PLAN | COLUMBUS OH | 3,411 | $793.2M | $26.3M |
| 10 | FLINT GROUP PACKAGING INKS NORTH AMERICA HOLDINGS LLC FLINT GROUP RETIREMENT SAVINGS PLAN | LIVONIA MI | 1,063 | $281.7M | $26.3M |
