Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Windsor II Pooled separate account in their Schedule of Assets, totaling $5.3M 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 | IONQ, INC. IONQ 401(K) PLAN | COLLEGE PARK MD | 376 | $24.8M | $2.2M |
| 2 | METHODIST HEALTH, INC. METHODIST HOSPITAL, INC. 403(B) PLAN | HENDERSON KY | 0 | $22.7M | $1.2M |
| 3 | ECKERD YOUTH ALTERNATIVES, INC. EYA TAX-SHELTERED 403(B) PLAN |
| 1,925 |
| $36.3M |
| $547K |
| 4 | LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. NYBG RETIREMENT PLAN | ROSLYN HEIGHTS NY | 430 | $16.0M | $435K |
| 5 | SCADA PRODUCTS, LLC SCADA PRODUCTS, LLC 401(K) PLAN | DENVER CO | 329 | $7.9M | $383K |
| 6 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN | ASHLAND OR | 385 | $7.4M | $218K |
| 7 | NORTHWEST COLORADO VISTING NURSE ASSOCIATION NORTHWEST COLORADO HEALTH RETIREMENT PLAN | STEAMBOAT SPRINGS CO | 167 | $7.7M | $108K |
| 8 | VERMONT ADULT LEARNING VERMONT ADULT LEARNING RETIREMENT PLAN | BURLINGTON VT | 93 | $4.3M | $84K |
| 9 | GOOD SHEPHERD HEALTH CARE SYSTEM GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN | HERMISTON OR | 954 | $92.5M | $66K |
