Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vangrd Equity Income Fund Adm * 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVUM HOLDINGS LLC NOVUM STRUCTURES, LLC 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 95 | $24.4M | $878K |
| 2 | S.I.R. MANAGEMENT, INC. S.I.R. MANAGEMENT, INC. RETIREMENT PLAN AND TRUST | LINCOLNWOOD IL | 601 | $6.7M | $412K |
| 3 | HUTTON CORPORATION HUTTON CORPORATION 401(K) PLAN |
WICHITA KS |
| 327 |
| $25.1M |
| $373K |
| 4 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $297K |
| 5 | LINKBANCORP, INC. LINKBANK 401(K) PLAN | CAMP HILL PA | 302 | $16.7M | $277K |
| 6 | TOP FLITE FINANCIAL INC. TOP FLITE FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSTON MI | 238 | $13.4M | $184K |
| 7 | RESCUE AGENCY PUBLIC BENEFIT, LLC RESCUE AGENCY PUBLIC BENEFIT, LLC 401(K) PLAN | SAN DIEGO CA | 215 | $13.1M | $147K |
| 8 | MITSUKOSHI U.S.A., INC. MITSUKOSHI U. S. A. , INC. 401(K) PROFIT SHARING | ORLANDO FL | 113 | $7.6M | $119K |
| 9 | CLOUDHQ LLC CLOUDHQ EMPLOYEES 401(K) PLAN | WASHINGTON DC | 144 | $16.1M | $112K |
| 10 | DREAM CHARTER SCHOOL DREAM CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 302 | $4.5M | $71K |
