Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Equity-Income Fund Admiral Shares Mutual funds in their Schedule of Assets, totaling $15.8M 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 | IKEA NORTH AMERICA SERVICES, LLC IKEA RETIREMENT AND SAVINGS PLAN | CONSHOHOCKEN PA | 16,565 | $1.1B | $11.5M |
| 2 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $1.5M |
| 3 | PASTERNACK TILKER ZIEGLER WALSH STANTON & ROMANO LLP |
BROOKLYN NY |
| 95 |
| $12.7M |
| $979K |
| 4 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $534K |
| 5 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $534K |
| 6 | PRECISION ANALYTICAL, INC. PRECISION ANALYTICAL, INC. 401(K) PLAN | MCMINNVILLE OR | 128 | $6.3M | $462K |
| 7 | STATES NEWSROOM STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 217 | $7.0M | $141K |
| 8 | DARTPOINTS OPERATING COMPANY, LLC DARTPOINTS 401(K) RETIREMENT PLAN | DALLAS TX | 96 | $9.0M | $118K |
| 9 | MORNING VIEW CARE CENTER COMMUNITY SERVICES MORNING VIEW CARE CENTER 401(K) PLAN | COLUMBUS OH | 220 | $1.6M | $19K |
