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 Admiral Mutual fund N/A in their Schedule of Assets, totaling $1.5M 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 | THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY OH | 150 | $37.0M | $825K |
| 2 | PARAGON FILMS, INC. PARAGON RETIREMENT PLAN AND TRUST | BROKEN ARROW OK | 375 | $19.3M | $351K |
| 3 | DM GARY HOLDING COMPANY |
OVERLAND PARK KS |
| 237 |
| $7.6M |
| $268K |
| 4 | BEVERAGE WHOLESALERS, INC. BEVERAGE WHOLESALERS, INC. 401(K) PLAN | FARGO ND | 117 | $7.3M | $34K |
