Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Windsor Ii in their Schedule of Assets, totaling $782.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| 79,337 |
| $4.7B |
| $179.1M |
| 4 | TRUSTEES OF UFCW LOCAL UNION 1189 AND ST. PAUL FOOD EMPLOYERS DEF CONT UFCW LOCAL UNION 1189 AND ST. PAUL FOOD EMPLOYERS DEFINED CONTRIBUTION PLAN | BLOOMINGTON MN | 7,276 | $226.4M | $14.4M |
| 5 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $3.5M |
| 6 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $1.7M |
| 7 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $1.1M |
| 8 | GENERAL PLASTICS MANUFACTURING COMPANY GENERAL PLASTICS MANUFACTURING COMPANY 401(K) SAVINGS PLAN | TACOMA WA | 126 | $29.7M | $924K |
| 9 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $826K |
| 10 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $565K |
