Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Equity Income Fund Admiral N/R in their Schedule of Assets, totaling $2.0M 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 | T.R. NELSON, INC. T.R. NELSON, INC. PROFIT SHARING PLAN | WISCONSIN DELLS WI | 1,827 | $20.7M | $1.1M |
| 2 | MEADOWOOD CORPORATION MEADOWOOD CORPORATION 403(B) RETIREMENT PLAN | WORCESTER PA | 460 | $16.8M | $740K |
| 3 | REMEMBERS FINANCE LLC REMEMBERS 401(K) PLAN |
TROY MI |
| 162 |
| $10.5M |
| $175K |
