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 in their Schedule of Assets, totaling $5.1M 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 | NTH DEGREE, INC. NTH DEGREE 401(K) PLAN | DULUTH GA | 403 | $40.1M | $3.1M |
| 2 | ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO MN | 222 | $35.5M | $1.1M |
| 3 | DITCH WITCH OF ILLINOIS DBA DITCH WITCH MIDWEST DITCH WITCH MIDWEST SALARY SAVINGS PLAN |
WEST CHICAGO IL |
| 79 |
| $16.9M |
| $920K |
