Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Vanguard Windsor Ii in their Schedule of Assets, totaling $407.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UPMC UPMC RETIREMENT SAVINGS PLAN MASTER TRUST | PITTSBURGH PA | — | $9.2B | $378.4M |
| 2 | 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 |
| 3 | TRINITY HEALTH CORPORATION |
LIVONIA MI |
| 668 |
| $403.3M |
| $3.5M |
| 4 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $1.7M |
| 5 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $1.1M |
| 6 | GENERAL PLASTICS MANUFACTURING COMPANY GENERAL PLASTICS MANUFACTURING COMPANY 401(K) SAVINGS PLAN | TACOMA WA | 126 | $29.7M | $924K |
| 7 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $826K |
| 8 | JOHNSON HEALTH CENTER JOHNSON HEALTH CENTER MATCHING TAX-DEFERRD SAVINGS PLAN | MADISON HEIGHTS VA | 219 | $11.3M | $572K |
| 9 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $565K |
| 10 | EYE CONSULTANTS OF PENNSYLVANIA EYE CONSULTANTS OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN | WYOMISSING PA | 195 | $41.7M | $513K |
