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 Shares Pooled Separate Account in their Schedule of Assets, totaling $670K 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 | AURA SUB, LLC AURA 401(K) RETIREMENT PLAN | BOSTON MA | 429 | $48.7M | $317K |
| 2 | LEGACY PHARMACEUTICAL PACKAGING, LLC LEGACY PHARMACEUTICAL PACKAGING 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 234 | $8.6M | $303K |
| 3 | SUNRISE EXPRESS, INC. SUNRISE EXPRESS 401(K) PROFIT SHARING PLAN |
GRAND ISLAND NE |
| 77 |
| $4.8M |
| $51K |
