Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Equity-Inc Adm Fund Mutual fund in their Schedule of Assets, totaling $19.8M 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 | RALEIGH RADIOLOGY ASSOCIATES, INC. RALEIGH RADIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | RALEIGH NC | 219 | $70.5M | $6.7M |
| 2 | TEXAS GUARANTEED STUDENT LOAN CORPORATION D/B/A TRELLIS COMPANY TRELLIS COMPANY 401(K) PLAN | ROUND ROCK TX | 199 | $72.0M | $3.2M |
| 3 | ASPEN MEDICAL PRODUCTS, INC. |
IRVINE CA |
| 136 |
| $22.4M |
| $2.2M |
| 4 | ADAMS GROUP, INC. ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN | ARBUCKLE CA | 183 | $21.2M | $1.8M |
| 5 | IDAHO STEEL PRODUCTS, INC. IDAHO STEEL PRODUCTS, INC. PROFIT SHARING 401(K) RETIREMENT SAVINGS PLAN | IDAHO FALLS ID | 151 | $20.7M | $1.5M |
| 6 | GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD KY | 134 | $13.5M | $1.4M |
| 7 | WESTMONT HOSPITALITY MANAGEMENT, LLC WESTMONT HOSPITALITY GROUP 401(K) PLAN | HOUSTON TX | 3,841 | $53.8M | $1.1M |
| 8 | LAB LOGISTICS, LLC LAB LOGISTICS, LLC 401(K) RETIREMENT PLAN | WEST HAVEN CT | 1,237 | $21.0M | $647K |
| 9 | AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN | AURORA CO | 696 | $26.8M | $473K |
| 10 | RED ROOF FRANCHISING, LLC RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN | NEW ALBANY OH | 167 | $20.3M | $396K |
