Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Equity-Income Adm in their Schedule of Assets, totaling $8.1M 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 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $3.0M |
| 2 | OPTA GROUP LP OPTA GROUP LP 401(K) PLAN | NEW KENSINGTON PA | 502 | $34.9M | $2.6M |
| 3 | TRI-ARC FOOD SYSTEMS, INC. TRI-ARC FOOD SYSTEMS, INC. 401K PLAN |
RALEIGH NC |
| 311 |
| $13.8M |
| $2.4M |
| 4 | MAZDA TOYOTA MANUFACTURING, U.S.A. INC. MAZDA TOYOTA MANUFACTURING, U. S. A. 401(K) PLAN | MADISON AL | 4,499 | $101.8M | $77K |
| 5 | ENVIRONMENTAL CONSULTING & TECHNOLOGY, INC. ECT 401(K) TAX-DEFERRED SAVINGS PLAN | GAINESVILLE FL | 222 | $31.4M | $50K |
| 6 | VANKIRK ELECTRIC, INC. VANKIRK ELECTRIC 401(K) PLAN | WINDER GA | 197 | $3.4M | $7K |
| 7 | PROVIDENT SAVINGS BANK PROVIDENT SAVINGS BANK 401(K) PLAN | RIVERSIDE CA | 169 | $40.6M | $5K |
