Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Windsor II Registered investment companies in their Schedule of Assets, totaling $307K 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 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $295K |
| 2 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES THE JOHNS HOPKINS UNIVERSITY INCOME DEFERRAL 403(B) PLAN FOR RESIDENTS, INTERNS AND POSTDOCTORAL FELLOWS | BALTIMORE MD | 2,084 | $114.3M | $10K |
| 3 | WESTMINSTER UNIVERSITY |
SALT LAKE CITY UT |
| 597 |
| $86.7M |
| $3K |
