Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Equity‐Income Adm Mutual Fund N/A in their Schedule of Assets, totaling $33.7M 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 | TTEC SERVICES CORPORATION TTEC 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 19,505 | $344.2M | $12.9M |
| 2 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $9.5M |
| 3 | BALDWIN WALLACE UNIVERSITY BALDWIN WALLACE UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED SAVINGS |
BEREA OH |
| 587 |
| $229.5M |
| $1.7M |
| 4 | THE BOYER COMPANY, L.C. BOYER 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 147 | $20.6M | $1.3M |
| 5 | SUMMIT AUTOMOTIVE PARTNERS SUMMIT AUTOMOTIVE PARTNERS RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 770 | $37.7M | $985K |
| 6 | INTERNATIONAL DECISION SYSTEMS DBA SOLIFI SOLIFI TAX DEFERRED SAVINGS PLAN | MINNEAPOLIS MN | 145 | $48.7M | $953K |
| 7 | WESTFIELD BANK, FSB WESTFIELD BANK 401(K) PLAN | SEVILLE OH | 201 | $26.0M | $773K |
| 8 | LEITNER POMA OF AMERICA, INC LEITNER POMA OF AMERICA, INC 401(K) PLAN | GRAND JUNCTION CO | 206 | $24.9M | $747K |
| 9 | SWANSON HEALTH PRODUCTS, INC. SWANSON HEALTH PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 458 | $29.5M | $614K |
| 10 | BUCKINGHAM, DOOLITTLE & BURROUGHS BUCKINGHAM, DOOLITTLE & BURROUGHS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AKRON OH | 143 | $57.2M | $604K |
