Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Equity Income Fund Mutual fund in their Schedule of Assets, totaling $37.7M 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 | VIAVI SOLUTIONS INC. VIAVI SOLUTIONS 401(K) PLAN | SAN JOSE CA | 1,412 | $728.6M | $30.5M |
| 2 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $6.8M |
| 3 | PAN COMMUNICATIONS, INC. PAN COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST |
BOSTON MA |
| 191 |
| $21.0M |
| $247K |
| 4 | FENTON COMMUNICATIONS, INC. FENTON COMMUNICATIONS, INC. 401(K) PLAN | NEW YORK NY | 96 | $8.2M | $77K |
| 5 | THERMALEX, INC. THERMALEX, INC. 401(K) PLAN | MONTGOMERY AL | 118 | $4.4M | $35K |
| 6 | LAKELAND INDUSTRIES, INC. LAKELAND INDUSTRIES, INC. 401(K) PLAN | HUNTSVILLE AL | 99 | $10.7M | $23K |
| 7 | FLIPCHIP INTERNATIONAL, LLC FLIPCHIP INTERNATIONAL, LLC 401(K) PLAN | PHOENIX AZ | 5 | $3.0M | $14K |
