Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Equity-Income Adm Pooled separate account - in their Schedule of Assets, totaling $21.9M 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 | MEMBER COOPERATIVES OF CHS INC PENSION PLAN FOR COOPERATIVES | INVER GROVE HEIGHTS MN | 830 | $83.8M | $6.5M |
| 2 | MENTAL HEALTH RESOURCES, INC. MHR RETIREMENT SAVINGS PLAN | ST. PAUL MN | 170 | $16.3M | $3.0M |
| 3 | SHAW/STEWART LUMBER COMPANY SHAW/STEWART LUMBER COMPANY SALARY SAVINGS PLAN |
MINNEAPOLIS MN |
| 101 |
| $17.3M |
| $2.4M |
| 4 | SOUTHEAST FINANCIAL CREDIT UNION SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | FRANKLIN TN | 123 | $16.0M | $2.2M |
| 5 | MICHAUD, COOLEY, ERICKSON & ASSOCIATES, LLC MICHAUD, COOLEY, ERICKSON PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 123 | $30.6M | $2.1M |
| 6 | THRIVE OPERATIONS, LLC THRIVE OPERATIONS, LLC 401(K) PLAN | FOXBORO MA | 849 | $55.0M | $1.5M |
| 7 | VISUAL PAK COMPANY THE VISUAL PAK COMPANIES 401(K) PLAN | WAUKEGAN IL | 381 | $24.7M | $1.4M |
| 8 | RIGID GLOBAL BUILDINGS LLC RIGID GLOBAL BUILDINGS LLC 401K PLAN | HOUSTON TX | 366 | $14.7M | $1.0M |
| 9 | GOLDEN STATE DERMATOLOGY MANAGEMENT, LLC GOLDEN STATE DERMATOLOGY MANAGEMENT, LLC 401(K) PLAN | WALNUT CREEK CA | 486 | $31.3M | $662K |
| 10 | DRILLING TOOLS INTERNATIONAL HOLDINGS, INC. DRILLING TOOLS INTERNATIONAL, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 262 | $10.7M | $371K |
