Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Equity-Income Admiral Shares Mutual Fund - in their Schedule of Assets, totaling $14.1M 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 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN | BETTENDORF IA | 399 | $78.0M | $5.9M |
| 2 | CAXTON ASSOCIATES, LP CAXTON ASSOCIATES LP SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 31 | $57.8M | $2.9M |
| 3 | FRONTIER HOLDINGS, LLC FRONTIER HOLDINGS, LLC 401(K) RETIREMENT PLAN |
OMAHA NE |
| 134 |
| $19.4M |
| $1.7M |
| 4 | WESTLIE MOTOR COMPANY WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN | MINOT ND | 186 | $11.3M | $1.3M |
| 5 | TAMPA BAY BANKING COMPANY TAMPA BAY BANKING COMPANY 401(K) PLAN | TAMPA FL | 274 | $31.9M | $948K |
| 6 | PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN | PHILIP SD | 112 | $7.5M | $780K |
| 7 | SOR, INC. SOR, INC. PROFIT SHARING AND 401(K) PLAN | LENEXA KS | 197 | $28.0M | $492K |
| 8 | FT PRECISION INC. FTP 401(K) PLAN | FREDERICKTOWN OH | 172 | $11.1M | $87K |
| 9 | IRON HILL BREWERY IRON HILL BREWERY RETIREMENT SAVINGS PLAN | EXTON PA | 1,038 | $6.3M | $24K |
