Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Equity-Income Adm. Mutual Funds in their Schedule of Assets, totaling $99.2M 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 | FROST BROWN TODD LLP FROST BROWN TODD LLP MASTER TRUST | LOUISVILLE KY | — | $500.8M | $30.9M |
| 2 | FROST BROWN TODD LLP FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 661 | $329.9M | $19.9M |
| 3 | GRAYROBINSON, P.A. GRAYROBINSON 401(K) PLAN |
ORLANDO FL |
| 511 |
| $211.8M |
| $11.3M |
| 4 | FROST BROWN TODD LLP FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN FOR ASSOCIATED LAWYERS | LOUISVILLE KY | 436 | $179.0M | $11.0M |
| 5 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $9.2M |
| 6 | AVE-PLP, LLC AVE-PLP, LLC 401(K) PLAN | PACIFIC JUNCTION IA | 990 | $93.6M | $4.3M |
| 7 | LTIMINDTREE LTD LTIMINDTREE LTD 401(K) PLAN | EDISON NJ | 6,335 | $207.1M | $1.5M |
| 8 | AEGIS CHEMICAL SOLUTIONS, LLC AEGIS 401(K) PLAN | HOUSTON TX | 393 | $16.3M | $1.5M |
| 9 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $1.2M |
| 10 | BURGESS PIGMENT COMPANY BURGESS PIGMENT COMPANY 401K PROFIT SHARING PLAN | SANDERSVILLE GA | 122 | $37.1M | $1.0M |
