Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Equity Income Adm Shares of registered investment companies in their Schedule of Assets, totaling $499K 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 | NATIVE AMERICAN YOUTH AND FAMILY CENTER NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN | PORTLAND OR | 140 | $5.0M | $419K |
| 2 | SWICKARD CORPORATION SWICKARD AUTO GROUP RETIREMENT PLAN | LAS VEGAS NV | 2,533 | $45.9M | $79K |
