Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding VAN EQUITY INCOME INV in their Schedule of Assets, totaling $8.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPREADTRUM COMMUNICATIONS USA, I SPREADTRUM COMMUNICATIONS USA, INC. 401(K) PLAN | SAN DIEGO CA | 97 | $21.2M | $1.3M |
| 2 | LOGISTEED AMERICA, INC. LOGISTEED AMERICA, INC. 401(K) PLAN | TORRANCE CA | 302 | $29.2M | $972K |
| 3 | SEATTLE PACIFIC INDUSTRIES, INC. SEATTLE PACIFIC INDUSTRIES, INC. 401(K) VOLUNTARY INVESTMENT PLAN |
KENT WA |
| 63 |
| $21.0M |
| $907K |
| 4 | SOUND POINT CAPITAL MANAGEMENT SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A | NEW YORK NY | 188 | $23.0M | $898K |
| 5 | RECHTIEN INTERNATIONAL TRUCKS RECHTIEN INTERNATIONAL TRUCKS, INC. 401(K) RETIREMENT PLAN | MIAMI FL | 162 | $10.5M | $796K |
| 6 | NEXUS TECHNOLOGIES, LLC NEXUS TECHNOLOGIES, LLC 401(K) PLAN | GREENWOOD VILLAGE CO | 369 | $24.4M | $583K |
| 7 | COAST TO COAST COMPUTER PRODUCTS COAST TO COAST COMPUTER PRODUCTS, INC. 401(K) PLAN | SIMI VALLEY CA | 147 | $19.3M | $491K |
| 8 | ACQUEST HOLDINGS INC ACQUEST HOLDINGS INC 401K PROFIT SHARING PLAN AND TRU | WILLIAMSVILLE NY | 55 | $7.9M | $438K |
| 9 | SEA RESEARCH FOUNDATION, INC. SEA RESEARCH FOUNDATION, INC. 401(K) PROFIT SHARING PLAN | MYSTIC CT | 208 | $7.2M | $415K |
| 10 | PARAGON ENERGY SOLUTIONS, LLC PARAGON ENERGY SOLUTIONS LLC 401(K) PLAN | FORT WORTH TX | 271 | $22.0M | $328K |
