Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Vanguard Equity-Income Fund Admiral Shares Registered investment company in their Schedule of Assets, totaling $305.5M 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 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $107.0M |
| 2 | BAUSCH & LOMB AMERICAS INC. BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 5,266 | $810.6M | $43.4M |
| 3 | BAUSCH HEALTH COMPANIES INC. |
BRIDGEWATER NJ |
| 1,867 |
| $691.0M |
| $38.9M |
| 4 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 12,000 | $1.3B | $28.4M |
| 5 | TOPGOLF CALLAWAY BRANDS CORP. TOPGOLF CALLAWAY BRANDS CORP. 401(K) PLAN. | CARLSBAD CA | 1,805 | $357.4M | $18.3M |
| 6 | CRANE NXT, CO. CRANE NXT, CO. SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 2,262 | $373.2M | $13.9M |
| 7 | LISKOW AND LEWIS, APLC LISKOW AND LEWIS RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 193 | $159.7M | $12.6M |
| 8 | AMKOR TECHNOLOGY, INC. AMKOR TECHNOLOGY, INC. 401(K) PLAN | TEMPE AZ | 392 | $222.9M | $10.4M |
| 9 | SCHRODER US HOLDINGS INC. SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN | NEW YORK NY | 344 | $220.8M | $5.8M |
| 10 | F. KORBEL & BROS. F. KORBEL & BROS. 401(K) RETIREMENT PLAN | GUERNEVILLE CA | 282 | $89.8M | $4.3M |
