Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Equity-Income Fund Adm Mutual Funds in their Schedule of Assets, totaling $1.3M 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 | PADAGIS, LLC PADAGIS 401(K) RETIREMENT PLAN | ALLEGAN MI | 477 | $36.6M | $1.1M |
| 2 | ACES 2020, LLC ACES 401(K) PLAN | SAN DIEGO CA | 1,083 | $13.9M | $136K |
| 3 | ATLANTA AIRLINES TERMINAL COMPANY ATLANTA AIRLINES TERMINAL COMPANY 401(K) PROFIT SHARING PLAN & TRUST |
ATLANTA GA |
| 150 |
| $6.1M |
| $88K |
| 4 | C. WILLIAM HETZER, INC. C. WILLIAM HETZER, INC. 401(K) RETIREMENT PLAN | HAGERSTOWN MD | 157 | $10.6M | $30K |
