Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Equity Income Fund " in their Schedule of Assets, totaling $174.6M 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 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $80.6M |
| 2 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN | LEBANON NH | 10,995 | $971.5M | $22.4M |
| 3 |
TUSTIN CA |
| 1,296 |
| $507.7M |
| $19.2M |
| 4 | TOSHIBA GLOBAL COMMERCE SOLUTIONS, INC. TOSHIBA TEC U.S. EMPLOYEES' 401(K) SAVINGS PLAN | DURHAM NC | 3,416 | $484.6M | $16.5M |
| 5 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 11,618 | $904.7M | $16.1M |
| 6 | HRL LABORATORIES, LLC HRL RETIREMENT SAVINGS PLAN FOR NON-BARGAINED EMPLOYEES | MALIBU CA | 1,047 | $334.7M | $11.2M |
| 7 | KIOXIA AMERICA INC. KIOXIA AMERICA, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 270 | $118.2M | $4.4M |
| 8 | WESTPOINT HOME LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WESTPOINT HOME LLC | NEW YORK NY | 253 | $23.5M | $1.0M |
| 9 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF EASTERN LOS ANGELES | ALHAMBRA CA | 355 | $42.7M | $963K |
| 10 | SANDRIDGE ENERGY, INC. SANDRIDGE ENERGY, INC. 401(K) PLAN | OKLAHOMA CITY OK | 104 | $42.3M | $830K |
