Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Equity-Income Adm Pooled Separate Accounts in their Schedule of Assets, totaling $7.4M 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 | GHD INC. GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN | IRVINE CA | 2,044 | $476.8M | $5.1M |
| 2 | HERITAGE FAMILY FEDERAL CREDIT UNION HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN | RUTLAND VT | 167 | $15.1M | $1.2M |
| 3 | SAFEWAY ENTERPRISES, LLC SAFEWAY ENTERPRISES, LLC 401(K) PLAN |
BRIDGEWATER NJ |
| 194 |
| $8.2M |
| $1.1M |
| 4 | PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER INC. POIC 403B PLAN | PORTLAND OR | 369 | $4.0M | $3K |