Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Equity-Income Fund Adm. Mutual fund in their Schedule of Assets, totaling $12.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATERA NATERA 401(K) PLAN | SAN CARLOS CA | 4,461 | $301.4M | $4.4M |
| 2 | MEDICAL ASSOCIATES OF NORTHWEST ARKANSAS, P.A. MEDICAL ASSOCIATES OF NORTHWEST ARKANSAS, P.A. 401(K) PLAN | FAYETTEVILLE AR | 863 | $178.2M | $2.7M |
| 3 | WELBILT, INC. WELBILT PENSION PLAN |
NEW PORT RICHEY FL |
| 81 |
| $31.2M |
| $2.2M |
| 4 | JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS OR | 189 | $17.5M | $1.4M |
| 5 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $1.2M |
| 6 | CTI FOODS HOLDING CO., LLC CTI FOODS 401(K) PLAN AND TRUST | SOUTHLAKE TX | 1,164 | $28.9M | $266K |
| 7 | BRIDGEWELL, INCORPORATED BRIDGEWELL 403(B) PLAN | PEABODY MA | 930 | $14.4M | $242K |
| 8 | CITADEL SERVICING CORPORATION CITADEL SERVICING CORPORATION 401(K) PLAN | IRVINE CA | 351 | $6.4M | $165K |
| 9 | PBM CAPITAL GROUP, LLC PBM CAPITAL GROUP, LLC. 401(K) PLAN | CHARLOTTESVILLE VA | 89 | $6.6M | $102K |
| 10 | R.K. MILES, INC. R.K. MILES, INC. RETIREMENT PLAN | MANCHESTER CENTER VT | 256 | $27.2M | $72K |
