Vanguard Equity-income Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 133 retirement plans report an interest in this investment, totaling $24.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
133
Reported interest (EOY)
$24.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Vanguard Equity-income Fund, Vanguard Equity Income Fund, Vanguard Equity-income. Counts combine all variants of the same investment.
Plans holding Vanguard Equity-income Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DRESSMAN, BENZINGER & LAVELLE, P.S.C. DRESSMAN, BENZINGER & LAVELLE, P.S.C. 401(K) PROFIT SHARING PLAN | COVINGTON KY | 95 | $27.1M | $2.5M |
| 2 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN | WHITE PLAINS NY | 198 | $13.4M | $1.7M |
| 3 | WILDERNESS HOTEL & RESORT, INC. WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN | WISCONSIN DELLS WI | 937 | $21.2M | $1.6M |
| 4 | OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD OR | 403 | $52.4M | $1.4M |
| 5 | MID-CONTINENT INSTRUMENT CO., INC. MID-CONTINENT INSTRUMENT CO, INC. PROFIT SHARING/401(K) P&T | WICHITA KS | 204 | $23.6M | $1.3M |
| 6 | TRAVIS INDUSTRIES INC TRAVIS INDUSTRIES, INC. 401K PLAN | MUKILTEO WA | 362 | $38.1M | $729K |
| 7 | VETERINARY SPECIALTY SERVICES, P.C. VETERINARY SPECIALTY SERVICES, P.C. 401(K) PLAN | MANCHESTER MO | 149 | $13.5M | $729K |
| 8 | FOOD INGREDIENTS, INC. FBH GROUP 401(K) PLAN | WAUKESHA WI | 44 | — | $659K |
| 9 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $655K |
| 10 | BBI LOGISTICS, LLC BBI LOGISTICS, LLC 401(K) PLAN | COLUMBUS OH | 233 | $8.2M | $615K |
See all 133 plans holding Vanguard Equity-income Fund
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