Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Windsor II Inv Fund in their Schedule of Assets, totaling $6.5M 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 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $3.5M |
| 2 | RHETECH, LLC RHETECH, LLC 401(K) SAVINGS PLAN | WHITMORE LAKE MI | 99 | $25.1M | $1.4M |
| 3 | RDR, INC. RDR, INC. 401(K) PROFIT SHARING PLAN |
CHANTILLY VA |
| 152 |
| $23.2M |
| $1.3M |
| 4 | ROPPE CORPORATION ROPPE HOLDING COMPANY 401(K) PLAN | FOSTORIA OH | 693 | $66.8M | $297K |
