Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Equity Income Admiral Mutual fund N/A in their Schedule of Assets, totaling $65.7M 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 | WHOLE FOODS MARKET, INC. WHOLE FOODS MARKET GROWING YOUR FUTURE 401(K) PLAN | AUSTIN TX | 95,856 | $2.4B | $29.3M |
| 2 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $7.7M |
| 3 | LUTHERAN CHARITY ASSOCIATION |
JAMESTOWN ND |
| 315 |
| $55.8M |
| $6.4M |
| 4 | WASHINGTON COMPANIES WASHINGTON COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MISSOULA MT | 1,217 | $312.6M | $4.8M |
| 5 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC THE CLEVELAND GUARDIANS 401(K) PLAN | CLEVELAND OH | 3,100 | $60.9M | $4.7M |
| 6 | TRUE DRILLING LLC TRUE COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN | CASPER WY | 966 | $72.0M | $4.6M |
| 7 | INDUSTRIAL BUILDERS, INC. INDUSTRIAL BUILDERS, INC. RETIREMENT PLAN | FARGO ND | 156 | $30.6M | $2.7M |
| 8 | NORRIS DESIGN, INC. NORRIS DESIGN 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 139 | $20.5M | $1.4M |
| 9 | BETHANY RETIREMENT LIVING BETHANY RETIREMENT LIVING 401(K) PLAN | FARGO ND | 725 | $13.4M | $1.3M |
| 10 | PASON SYSTEMS USA CORP. PASON SYSTEMS USA CORP. 401(K) PLAN | HOUSTON TX | 339 | $29.5M | $1.3M |
