Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Equity-Income Admiral Registered Investment Company in their Schedule of Assets, totaling $51.1M 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 | SWANSON GROUP, INC. SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 720 | $64.4M | $6.2M |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $6.1M |
| 3 | DIGIMARC CORPORATION DIGIMARC 401(K) PROFIT SHARING PLAN |
BEAVERTON OR |
| 176 |
| $60.1M |
| $5.9M |
| 4 | SECURITY FINANCE CORPORATION OF SPARTANBURG SECURITY 401(K) PROFIT-SHARING AND SAVINGS PLAN | SPARTANBURG SC | 1,699 | $113.7M | $5.8M |
| 5 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $5.4M |
| 6 | SEAKR ENGINEERING, LLC SEAKR ENGINEERING, INC. 401(K) PLAN | CENTENNIAL CO | 454 | $71.9M | $3.4M |
| 7 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $3.4M |
| 8 | VISIBLE CHANGES, INC. VISIBLE CHANGES 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 393 | $76.5M | $2.9M |
| 9 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $2.6M |
| 10 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO CA | 147 | $116.3M | $2.6M |
