Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Windsor II in their Schedule of Assets, totaling $222.4M 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 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE PA | 16,587 | $8.1B | $221.8M |
| 2 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $382K |
| 3 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN |
ANDERSON SC |
| 3,869 |
| $237.0M |
| $152K |
| 4 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $13K |
