Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Equity Income Fund Pooled separate account in their Schedule of Assets, totaling $4.3M 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 | CITIZENS BANK CITIZENS BANK SALARY SAVINGS PLAN | ELIZABETHTON TN | 240 | $24.1M | $1.9M |
| 2 | SATCO PRODUCTS, INC. SATCO PRODUCTS, INC. 401(K) PLAN | BRENTWOOD NY | 310 | $26.8M | $730K |
| 3 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST |
BIRMINGHAM AL |
| 102 |
| $16.5M |
| $591K |
| 4 | DTJ DESIGN, INC. DTJ DESIGN, INC. 401(K) PLAN | BOULDER CO | 77 | $10.9M | $282K |
| 5 | DAVIS PARTNERSHIP, P.C. DAVIS PARTNERSHIP, P.C. 401(K) PLAN | DENVER CO | 152 | $24.4M | $279K |
| 6 | SOUTHEASTERN PAPER GROUP, INC. SOUTHEASTERN PAPER GROUP 401(K) RETIREMENT PLAN | SPARTANBURG SC | 493 | $25.2M | $130K |
| 7 | EASTSIDE CATHOLIC SCHOOL EASTSIDE CATHOLIC SCHOOL 401K PLAN | SAMMAMISH WA | 134 | $13.9M | $107K |
| 8 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN | DORAVILLE GA | 131 | $25.2M | $87K |
| 9 | KERECIS, LLC KERECIS, LLC 401(K) PLAN | ARLINGTON VA | 460 | $10.4M | $78K |
| 10 | NCM ASSOCIATES, INC. NCM ASSOCIATES, INC. ESOP/401(K) PLAN | KANSAS CITY MO | 227 | $115.1M | $54K |
