Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Wellington Discip US Eq Pooled separate account - in their Schedule of Assets, totaling $5.2M 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 | VOMELA SPECIALTY COMPANY VOMELA SPECIALTY COMPANY 401(K) PROFIT SHARING PLAN | SAINT PAUL MN | 1,268 | $76.5M | $2.2M |
| 2 | SACRAMENTO BASKETBALL HOLDINGS SACRAMENTO BASKETBALL HOLDINGS RETIREMENT PLAN | SACRAMENTO CA | 609 | $44.3M | $1.8M |
| 3 | SHAW/STEWART LUMBER COMPANY |
MINNEAPOLIS MN |
| 101 |
| $17.3M |
| $701K |
| 4 | INOVIO PHARMACEUTICALS, INC. INOVIO PHARMACEUTICALS, INC. 401(K) PLAN | SAN DIEGO CA | 124 | $37.6M | $277K |
| 5 | MIDWEST SPECIAL SERVICES INC MSS 401(K) PLAN | ST PAUL MN | 115 | $7.0M | $116K |