Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vangrd Equity Income Fund Adm Mutual fund - in their Schedule of Assets, totaling $3.0M 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 | RAZER USA LTD RAZER USA LTD 401(K) PLAN | IRVINE CA | 209 | $20.8M | $1.5M |
| 2 | KOFILE, INC. KOFILE, INC. 401(K) PLAN | DALLAS TX | 649 | $14.3M | $505K |
| 3 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT | BUCHANAN |
| 129 |
| $10.9M |
| $288K |
| 4 | ADVANTAGECARE REHABILITATION, INC. ADVANTAGECARE REHABILITATION, INC. 401(K) PLAN | PITTSBURGH PA | 688 | $10.4M | $270K |
| 5 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $214K |
| 6 | RICCELLI HOLDINGS, INC. RICCELLI HOLDINGS, INC. 401(K) & PROFIT SHARING PLAN | NORTH SYRACUSE NY | 277 | $9.1M | $189K |
| 7 | HARLEM RBI 403(B) RETIREMENT PLAN FOR HARLEM RBI | NEW YORK NY | 112 | $6.1M | $45K |
