Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Equity-Income Admiral N/R in their Schedule of Assets, totaling $43.2M 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 | VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP PA | 2,664 | $372.3M | $28.4M |
| 2 | MIRON CONSTRUCTION CO., INC. MIRON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN | NEENAH WI | 438 | $131.1M | $9.6M |
| 3 | PACE SUPPLY CORPORATION |
ROHNERT PARK CA |
| 1,597 |
| $99.4M |
| $3.4M |
| 4 | ASSOCIATED PHYSICIANS, LLP ASSOCIATED PHYSICIANS, LLP 401(K) PLAN | MADISON WI | 151 | $20.2M | $1.6M |
| 5 | THE BRADLEY CENTER THE BRADLEY CENTER EMPLOYEE RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 254 | $8.3M | $100K |
