Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Windsor II Fund Mutual fund in their Schedule of Assets, totaling $9.5M 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 | DRUMMOND COMPANY, INC. DRUMMOND COMPANY, INC. SAVINGS PLAN FOR SALARIED EMPLOYEES | BIRMINGHAM AL | 473 | $125.5M | $8.0M |
| 2 | DRUMMOND COMPANY, INC. DRUMMOND COMPANY, INC. STEELWORKERS 401(K) PLAN | BIRMINGHAM AL | 203 | $18.3M | $1.2M |
| 3 | PROTERRA POWERED LLC PROTERRA POWERED LLC 401(K) PLAN |
BURLINGAME CA |
| 453 |
| $18.1M |
| $237K |
| 4 | THRIVE SENIOR LIVING LLC THRIVE SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 677 | $4.0M | $17K |
