Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Equity-Income Fd Adm Mutual Fund in their Schedule of Assets, totaling $69.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RGA REINSURANCE COMPANY RGA SAVINGS PLAN | CHESTERFIELD MO | 2,257 | $669.8M | $32.1M |
| 2 | SISECAM CHEMICALS RESOURCES LLC SISECAM US PENSION PLAN | ATLANTA GA | 39 | $151.2M | $23.0M |
| 3 | MARK ANTHONY BRANDS INC. MARK ANTHONY GROUP 401(K) PLAN |
| 1,431 |
| $79.5M |
| $4.0M |
| 4 | ANESTHESIA SPECIALISTS OF BETHLEHEM, P.C. ANESTHESIA SPECIALISTS OF BETHLEHEM, 401(K) PLAN | BETHLEHEM PA | 253 | $104.1M | $3.8M |
| 5 | MUSTANG MACHINERY COMPANY, LLC. MUSTANG EMPLOYEES' 401(K) PLAN | HOUSTON TX | 1,425 | $91.1M | $3.3M |
| 6 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $2.0M |
| 7 | SCHULTE BUILDING SYSTEMS, INC. SCHULTE BUILDING SYSTEMS 401(K) PLAN | HOCKLEY TX | 794 | $36.9M | $512K |
| 8 | CARDINGTON YUTAKA TECHNOLOGIES, INC. YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN | CARDINGTON OH | 797 | $29.8M | $249K |
| 9 | XCEEDANCE, INC. XCEEDANCE, INC. 401(K) RETIREMENT SAVINGS PLAN | WORCESTER MA | 216 | $5.0M | $151K |
