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 Registered Investment Companies in their Schedule of Assets, totaling $120.3M 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 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES JOHNS HOPKINS UNIVERSITY 403(B) PLAN | BALTIMORE MD | 25,218 | $8.8B | $94.6M |
| 2 | NEW YORK MEDICAL COLLEGE NEW YORK MEDICAL COLLEGE TAX-DEFERRED ANNUITY PLAN | VALHALLA NY | 1,319 | $719.8M | $22.3M |
| 3 | CENTRAL REGION COOPERATIVE |
MINNESOTA MN |
| 169 |
| $23.6M |
| $2.3M |
| 4 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES THE JOHNS HOPKINS UNIVERSITY INCOME DEFERRAL 403(B) PLAN FOR RESIDENTS, INTERNS AND POSTDOCTORAL FELLOWS | BALTIMORE MD | 2,084 | $114.3M | $433K |
| 5 | TIRE DISCOUNTERS, INC. TIRE DISCOUNTERS RETIREMENT SAVINGS PLAN | CINCINNATI OH | 2,788 | $32.6M | $389K |
| 6 | MANSON WESTERN, LLC MANSON WESTERN, LLC 401(K) PROFIT SHARING PLAN | TORRANCE CA | 154 | $19.8M | $207K |
| 7 | GLOBE MACHINE MANUFACTURING COMPANY GLOBE MACHINE MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 136 | $11.2M | $40K |
