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 Pooled separate account in their Schedule of Assets, totaling $1.4M 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 | NC, INC. NC INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN | VINCENNES IN | 190 | $13.6M | $1.0M |
| 2 | EQT PARTNERS, INC. EQT PARTNERS, INC. 401(K) PLAN | NEW YORK NY | 216 | $23.1M | $229K |
| 3 | TRALONGO, LLC DBA WAVE DENTAL PROFESSIONALS WAVE DENTAL PROFESSIONALS 401(K) PLAN |
DEARBORN HEIGHTS MI |
| 223 |
| $2.5M |
| $106K |
| 4 | SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER 401(K) PLAN | STATEN ISLAND NY | 79 | $4.7M | $50K |
| 5 | KARAT, INC. KARAT 401(K) PLAN | SEATTLE WA | 89 | $11.4M | $22K |
| 6 | GREYSTON BAKERY, INC. GREYSTON BAKERY, INC. RETIREMENT SAVINGS PLAN | YONKERS NY | 83 | $1.2M | $12K |
| 7 | LITERATI INC. LITERATI INC. 401K PLAN | AUSTIN TX | 139 | $1.0M | $2K |
