Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VANGUARD EQUITY INCOME CL ADM MUTUAL FUNDS in their Schedule of Assets, totaling $49.4M 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 | DIEBOLD NIXDORF, INCORPORATED DIEBOLD, INCORPORATED 401(K) SAVINGS PLAN | NORTH CANTON OH | 3,499 | $571.5M | $24.1M |
| 2 | HUHTAMAKI AMERICAS, INC. HUHTAMAKI LONG TERM SAVINGS AND INVESTMENT PLAN | DESOTO KS | 3,443 | $277.0M | $17.2M |
| 3 | SERTA SIMMONS BEDDING, LLC |
DORAVILLE GA |
| 2,704 |
| $275.5M |
| $4.9M |
| 4 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN | BIRMINGHAM AL | 3,968 | $40.2M | $2.3M |
| 5 | SOUTHVIEW MEDICAL GROUP, P.C. SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN | BIRMINGHAM AL | 227 | $52.9M | $833K |
