Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Equity Income- Adm Registered Investment Co. in their Schedule of Assets, totaling $1.4M 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 | LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLAN | TORRANCE CA | 408 | $149.3M | $817K |
| 2 | TRUSTEES OF THE BOILERMAKERS LOCAL NO. 85 DCRP BOILERMAKERS LOCAL NO. 85 DEFINED CONTRIBUTION RETIREMENT PLAN | HOLLAND OH | 819 | $6.5M | $510K |
| 3 |
TORRANCE CA |
| 123 |
| $51.2M |
| $80K |
