Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Vanguard Equity-Income Fund Admiral Shares in their Schedule of Assets, totaling $4.5M 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 | KINGSBURY, INC. KINGSBURY, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA PA | 287 | $66.9M | $3.7M |
| 2 | DAVIS DEFENSE GROUP, INC. DAVIS DEFENSE GROUP, INC. 401(K) | STAFFORD VA | 280 | $20.7M | $779K |
