Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Equity-Income Adm N/R in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIO VALLEY BANC CORP. OHIO VALLEY BANC CORP PROFIT SHARING RETIREMENT PLAN | GALLIPOLIS OH | 234 | $30.1M | $3.8M |
| 2 | THE LEONA GROUP, LLC THE LEONA GROUP, LLC EMPLOYEE DEFERRED COMPENSATION PLAN | OKEMOS MI | 888 | $37.0M | $657K |
| 3 | SEATTLE THEATRE GROUP |
SEATTLE WA |
| 124 |
| $10.5M |
| $573K |
| 4 | JACKSON DAWSON COMMUNICATIONS, INC. JACKSON DAWSON COMMUNICATIONS, INC. 401(K) PLAN | DEARBORN MI | 344 | $55.7M | $567K |
| 5 | MCLEAN AFFILIATES, INC. THE MCLEAN RETIREMENT PLAN | SIMSBURY CT | 211 | $35.5M | $380K |
| 6 | REED CITY GROUP, LLC REED CITY GROUP, LLC 401(K) PLAN | REED CITY MI | 180 | $7.3M | $35K |
| 7 | REED CITY GROUP, LLC REED CITY GROUP, LLC 401(K) PLAN | REED CITY MI | 215 | $4.8M | $24K |
