Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Equity-Income Admiral Registered investment companies in their Schedule of Assets, totaling $6.0M 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 | BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO CA | 250 | $65.3M | $5.2M |
| 2 | AUDEMARS PIGUET NORTH AMERICA, INC AUDEMARS PIGUET NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 203 | $24.4M | $536K |
| 3 | JERRY'S BUILDING MATERIALS, INC. |
EUGENE OR |
| 277 |
| $18.8M |
| $345K |
