Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 192 U.S. retirement plans report holding Vanguard Equity‐ Income Adm Mutual Fund in their Schedule of Assets, totaling $494.2M 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 | ALSTON & BIRD LLP A&B RETIREMENT PLAN | ATLANTA GA | 1,599 | $1.1B | $41.4M |
| 2 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 10,830 | $876.1M | $36.5M |
| 3 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN |
BURLINGTON VT |
| 13,241 |
| $2.2B |
| $36.5M |
| 4 | CONSTELLATION BRANDS, INC. CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN | ROCHESTER NY | 4,111 | $1.1B | $35.0M |
| 5 | OHIO FARMERS INSURANCE COMPANY WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN | WESTFIELD CENTER OH | 2,616 | $515.5M | $34.6M |
| 6 | VULCAN MATERIALS COMPANY VULCAN 401K PLAN | BIRMINGHAM AL | 9,218 | $1.5B | $20.9M |
| 7 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,850 | $264.4M | $16.7M |
| 8 | GRANITE CONSTRUCTION INCORPORATED GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN | WATSONVILLE CA | 3,412 | $819.4M | $14.4M |
| 9 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $14.0M |
| 10 | WAKE EMERGENCY PHYSICIANS, P.A. WAKE EMERGENCY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | CARY NC | 272 | $170.2M | $12.3M |
