Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Windsor Ii Mutual Fund # in their Schedule of Assets, totaling $30.3M 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 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $12.9M |
| 2 | WELLABE SERVICES COMPANY WELLABE 401(K) SAVINGS PLAN | DES MOINES IA | 399 | $162.5M | $7.4M |
| 3 | KPFF, INC. KPFF, INC. 401K PLAN |
| 1,349 |
| $219.6M |
| $2.6M |
| 4 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $2.5M |
| 5 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $1.6M |
| 6 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED RETIREMENT PLAN | NEW YORK NY | 142 | $16.1M | $782K |
| 7 | REDDING RANCHERIA REDDING RANCHERIA ENTERPRISE 401(K) PLAN | REDDING CA | 419 | $25.6M | $755K |
| 8 | MILESTONE SERVICES COMPANY, LLC MILESTONE RETIREMENT PLAN | ST. CHARLES MO | 191 | $23.1M | $570K |
| 9 | PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON PA | 87 | $7.2M | $407K |
| 10 | NORTHERN COUNTIES HEALTH CARE, INC. NORTHERN COUNTIES HEALTH CARE RETIREMENT PLAN | ST JOHNSBURY VT | 325 | $23.5M | $312K |
