Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Equity Income Fd Adm Registered investment company in their Schedule of Assets, totaling $15.8M 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 | MITSUBISHI HC CAPITAL AMERICA, INC. MITSUBISHI HC CAPITAL AMERICA, INC. 401(K) PLAN | NORWALK CT | 664 | $151.5M | $7.2M |
| 2 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN | DALLAS TX | 484 | $224.8M | $6.7M |
| 3 | MITSUBISHI HC CAPITAL (U.S.A.) INC. MUL 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 0 |
| $0 |
| $1.4M |
| 4 | INTEGRA CONNECT NEWCO, LLC INTEGRA CONNECT, LLC 401(K) PROFIT SHARING PLAN & TRUST | WEST PALM BEACH FL | 461 | $38.4M | $236K |
| 5 | SELCO COMMUNITY CREDIT UNION SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN | SPRINGFIELD OR | 455 | $48.7M | $149K |
| 6 | FILANC FILANC 401(K) PLAN | ESCONDIDO CA | 181 | $15.0M | $96K |
| 7 | EPISCOPAL COMMUNITY SERVICES EPISCOPAL COMMUNITY SERVICES 401K PLAN | NATIONAL CITY CA | 410 | $14.7M | $62K |
