Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Wellington Intermediate Core Portfolio — in their Schedule of Assets, totaling $159.4M 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 | BAXTER INTERNATIONAL INC. BAXTER INTERNATIONAL INC. AND SUBSIDIARIES U.S. RETIREMENT SAVINGS PLAN | DEERFIELD IL | 15,900 | $4.6B | $93.9M |
| 2 | MCDONALDS CORPORATION AND SUBSIDIARIES MCDONALD'S CORPORATION 401(K) PLAN | CHICAGO IL | 24,044 | $3.7B | $56.8M |
| 3 | BAXTER HEALTHCARE S.A. |
DEERFIELD IL |
| 2,272 |
| $70.5M |
| $4.4M |
| 4 | BAXTER HEALTHCARE OF PUERTO RICO LLC BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN | DEERFIELD IL | 2,026 | $103.1M | $4.3M |
