Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Windsor II Inv in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PALM BEACH DAY ACADEMY PALM BEACH DAY ACADEMY DC RETIREMENT PLAN | PALM BEACH FL | 216 | $36.2M | $765K |
| 2 | COMMUNITY BANCSHARES, INC. COMMUNITY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NEOSHO MO | 118 | $33.0M | $162K |
| 3 | KENTS HILL SCHOOL KENTS HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
KENTS HILL ME |
| 89 |
| $17.4M |
| $74K |
