Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Equity-Income Fund Admiral Registered investment company in their Schedule of Assets, totaling $39.2M 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 | BLOCK, INC. BLOCK 401(K) PLAN | OAKLAND CA | 8,800 | $1.2B | $24.1M |
| 2 | ALLEN OPERATIONS LLC THE ALLEN & COMPANY 401(K) SAVINGS PLAN | NEW YORK NY | 202 | $136.2M | $8.1M |
| 3 | HALOZYME, INC. HALOZYME THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO |
| 353 |
| $79.9M |
| $3.6M |
| 4 | ARIAT INTERNATIONAL, INC. ARIAT INTERNATIONAL 401(K) PLAN | SAN LEANDRO CA | 1,036 | $99.0M | $1.9M |
| 5 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $1.3M |
| 6 | PORTLAND BOTTLING COMPANY PORTLAND BOTTLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | CLACKAMAS OR | 155 | $4.7M | $70K |
| 7 | TITANIUM LLC TITANIUM LLC 401(K) PROFIT SHARING PLAN & TRUST | DUARTE CA | 35 | $761K | $46K |
| 8 | SAINT MARTINS UNIVERSITY SAINT MARTIN'S UNIVERSITY 403(B) PLAN | LACEY WA | 412 | $33.6M | $29K |
