Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Equity-Income Fund Admiral Shares in their Schedule of Assets, totaling $10.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMVAULT SYSTEMS, INC. COMMVAULT SYSTEMS, INC. 401K PLAN | TINTON FALLS NJ | 1,241 | $290.1M | $10.2M |
| 2 | MENTAL HEALTH PARTNERSHIPS MENTAL HEALTH PARTNERSHIPS TAX SHELTERED ANNUITY PLAN | PHILADELPHIA PA | 183 | $6.5M | $672K |
