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 Vanguard Equity‐Income Adm in their Schedule of Assets, totaling $21.2M 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 | B. F. SAUL COMPANY B. F. SAUL COMPANY EMPLOYEES' 401(K) RETIREMENT PLAN | BETHESDA MD | 1,576 | $263.3M | $12.3M |
| 2 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN | SUPERIOR WI | 478 | $52.8M | $3.2M |
| 3 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST |
BALTIMORE MD |
| — |
| $119.7M |
| $2.2M |
| 4 | C.R. MEYER AND SONS COMPANY C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN | OSHKOSH WI | 265 | $58.1M | $2.0M |
| 5 | JOE DANIELS CONSTRUCTION COMPANY, INC. JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN | MADISON WI | 80 | $40.0M | $1.1M |
| 6 | NOG, INC. NOG, INC. 401(K) PLAN | SUSSEX WI | 70 | $8.1M | $213K |
| 7 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $105K |
