Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Equity Inc. Fd Admiral Shs Mutual Fund in their Schedule of Assets, totaling $12.6M 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 | MORTON COMMUNITY BANK MORTON COMMUNITY BANK 401(K) RETIREMENT PLAN | MORTON IL | 613 | $58.2M | $7.0M |
| 2 | NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS INDIVIDUAL ACCOUNT PLAN | JAMAICA NY | 2,808 | $124.4M | $2.4M |
| 3 | ATLANTIC MEDICAL IMAGING, LLC |
WEST ATLANTIC CITY NJ |
| 912 |
| $97.9M |
| $1.5M |
| 4 | PETOSKEY PLASTICS, INC. PETOSKEY PLASTICS, INC. GOLD MINE 401(K) RETIREMENT SAVINGS PLAN | PETOSKEY MI | 529 | $23.9M | $777K |
| 5 | KIRBY NAGELHOUT CONSTRUCTION COMPANY KIRBY NAGELHOUT CONSTRUCTION COMPANY 401(K) PLAN | BEND OR | 176 | $10.1M | $654K |
| 6 | HUTSONWOOD, INC. HUTSONWOOD, INC. 401(K) PLAN | NASHVILLE TN | 864 | $7.0M | $233K |
| 7 | J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN | ROCKLIN CA | 560 | $13.3M | $1K |
