Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Equity Income fund Adm Pooled Separate Account in their Schedule of Assets, totaling $6.8M 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 | ASSOCIATED EYE CARE, LTD. ASSOCIATED EYE CARE, LTD. EMPLOYEES' PROFIT SHARING PLAN | STILLWATER MN | 244 | $31.0M | $3.6M |
| 2 | WELKER, INC. WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST | SUGAR LAND TX | 103 | $14.5M | $1.2M |
| 3 | SOLTESZ, INC. SOLTESZ, INC. PROFIT SHARING PLAN |
ROCKVILLE MD |
| 115 |
| $24.9M |
| $1.1M |
| 4 | GLOBAL-E US INC. GLOBAL-E US INC. 401(K) PLAN | NEW YORK NY | 185 | $10.3M | $420K |
| 5 | MARINE SOLUTIONS, INC. MARINE SOLUTIONS, INC. RETIREMENT PLAN | NICHOLASVILLE KY | 141 | $12.6M | $291K |
| 6 | DUNCASTER, INC. DUNCASTER, INC. 401K RETIREMENT PLAN | BLOOMFIELD CT | 291 | $14.5M | $108K |
| 7 | TP AEROSPACE AMERICAS TP AEROSPACE AMERICAS 401(K) PLAN | ORLANDO FL | 67 | $1.8M | $60K |
| 8 | BIOURJA RENEWABLES, LLC BIOURJA RENEWABLES RETIREMENT PLAN | HOUSTON TX | 122 | $5.2M | $33K |
| 9 | EGR INCORPORATED EGR, INC. 401K PROFIT SHARING PLAN | ONTARIO CA | 61 | $2.4M | $14K |
| 10 | LITERATI INC. LITERATI INC. 401K PLAN | AUSTIN TX | 139 | $1.0M | $4K |
