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 Shares N/R in their Schedule of Assets, totaling $26.3M 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 | SPECTRUM BRANDS, INC. SPECTRUM BRANDS 401(K) RETIREMENT SAVINGS PLAN | MIDDLETON WI | 1,858 | $337.2M | $23.9M |
| 2 | CHRISTENSEN OCONNOR JOHNSON KINDNESS PLLC THE 401(K) PROFIT SHARING PLAN AND TRUST OF CHRISTENSEN OCONNOR JOHNSON KINDNESS PLLC | SEATTLE WA | 93 | $39.5M | $2.2M |
| 3 | GATEKEEPER SYSTEMS, INC. |
LAKE FOREST CA |
| 206 |
| $14.3M |
| $63K |
| 4 | RISEBORO COMMUNITY PARTNERSHIP, INC. RISEBORO 403(B) PLAN | BROOKLYN NY | 704 | $9.9M | $59K |
