Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Equity-Income Adm. Mutual Funds in their Schedule of Assets, totaling $68.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FROST BROWN TODD LLP FROST BROWN TODD LLP MASTER TRUST | LOUISVILLE KY | — | $500.8M | $30.9M |
| 2 | GRAYROBINSON, P.A. GRAYROBINSON 401(K) PLAN | ORLANDO FL | 511 | $211.8M | $11.3M |
| 3 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN |
BATON ROUGE LA |
| 2,567 |
| $192.3M |
| $9.2M |
| 4 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $4.3M |
| 5 | LTIMINDTREE LTD LTIMINDTREE LTD 401(K) PLAN | EDISON NJ | 6,335 | $207.1M | $1.5M |
| 6 | AEGIS CHEMICAL SOLUTIONS, LLC AEGIS 401(K) PLAN | HOUSTON TX | 393 | $16.3M | $1.5M |
| 7 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $1.2M |
| 8 | BURGESS PIGMENT COMPANY BURGESS PIGMENT COMPANY 401K PROFIT SHARING PLAN | SANDERSVILLE GA | 122 | $37.1M | $1.0M |
| 9 | LITTLEJOHN & CO., LLC LITTLEJOHN & CO., LLC 401(K) PROFIT SHARING PLAN | GREENWICH CT | 86 | $55.7M | $971K |
| 10 | ALLIANCE MEMBER SERVICES INC. ALLIANCE MEMBER SERVICES, INC. 401(K) RETIREMENT P | SANTA CRUZ CA | 137 | $33.5M | $950K |
