Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Vanguard Group Vanguard Equity Income Fund N/R 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 | HUDSON ADVISORS L.P. HUDSON ADVISORS L.P. 401(K) PLAN | DALLAS TX | 617 | $142.5M | $4.5M |
