Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Equity-Income Admiral Fund Mutual fund in their Schedule of Assets, totaling $74.4M 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 | EXTREME NETWORKS, INC. EXTREME NETWORKS 401(K) PLAN | MORRISVILLE NC | 1,211 | $272.2M | $13.9M |
| 2 | ROCKET SOFTWARE, INC. ROCKET SOFTWARE, INC. 401(K) PLAN | WALTHAM MA | 1,230 | $275.6M | $10.3M |
| 3 | GELLER & COMPANY LLC GELLER & COMPANY LLC 401(K) PLAN |
NEW YORK NY |
| 245 |
| $112.7M |
| $5.8M |
| 4 | MCANANY, VAN CLEAVE & PHILLIPS, P.A. MVP LAW PROFIT SHARING 401(K) PLAN | KANSAS CITY KS | 208 | $65.0M | $5.3M |
| 5 | DEGENKOLB ENGINEERS DEGENKOLB ENGINEERS PROFIT SHARING AND 401(K) PLAN | SAN FRANCISCO CA | 345 | $123.1M | $4.6M |
| 6 | MUSARUBRA US, LLC MUSARUBRA US, LLC 401(K) PLAN | PLANO TX | 1,297 | $251.0M | $4.6M |
| 7 | THE NAVIGATORS NAVIGATORS 403(B) SUPPLEMENTAL RETIREMENT PLAN | COLORADO SPRINGS CO | 2,280 | $120.7M | $3.8M |
| 8 | ARCLIN USA LLC ARCLIN 401(K) SAVINGS PLAN | ALPHARETTA GA | 702 | $92.6M | $3.4M |
| 9 | ENT MSO, LLC (DBA ELEVATE ENT PARTNERS, LLC) ELEVATE ENT PARTNERS, LLC 401(K) PLAN | MIAMI LAKES FL | 1,662 | $134.1M | $2.7M |
| 10 | LAS VEGAS UROLOGY, LLP LAS VEGAS UROLOGY, LLP 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 121 | $21.1M | $2.6M |