Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wellington Disciplined US Equity Pooled separate account in their Schedule of Assets, totaling $58.7M 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 | BERRY GLOBAL, INC. BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN | EVANSVILLE IN | 17,041 | $1.1B | $56.8M |
| 2 | BERRY GLOBAL, INC. BERRY GLOBAL BARGAINING UNIT 401(K) PLAN | EVANSVILLE IN | 776 | $37.3M | $1.7M |
| 3 | ALPHA VIDEO AND AUDIO, INC. ALPHA SAVINGS PLAN |
EDEN PRAIRIE MN |
| 111 |
| $12.3M |
| $218K |
