Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nicholas Equity Income Fund in their Schedule of Assets, totaling $1.2M 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 | LANZEN, INC. LANZEN, INC. 401(K) PLAN | ROMEO MI | 171 | $19.8M | $1.0M |
| 2 | FRED J. MILLER, INC. FRED J. MILLER, INC. 401(K) PLAN | MIAMISBURG OH | 121 | $3.6M | $80K |
| 3 | DIGESTIVE SPECIALISTS, INC. DIGESTIVE SPECIALISTS, INC./DIGESTIVE ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN |
DAYTON OH |
| 133 |
| $38.1M |
| $79K |
