Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 167 U.S. retirement plans report holding Vanguard Equity‐Income Fund Admiral Shares in their Schedule of Assets, totaling $812.7M 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 | WPP GROUP USA, INC. THE SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 19,575 | $4.7B | $150.4M |
| 2 | THE CAMPBELL'S COMPANY THE CAMPBELL'S COMPANY 401(K) RETIREMENT PLAN | CAMDEN NJ | 13,566 | $2.2B | $133.5M |
| 3 | TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN |
ARLINGTON TX |
| 29,435 |
| $3.3B |
| $127.6M |
| 4 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $100.9M |
| 5 | COMMERCE BANCSHARES, INC. COMMERCE BANCSHARES, INC. PARTICIPATING INVESTMENT PLAN | ST. LOUIS MO | 4,874 | $1.1B | $47.0M |
| 6 | NTN USA CORPORATION NTN RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 4,168 | $311.3M | $24.1M |
| 7 | KEOLIS KEOLIS AMERICA, INC. 401(K) SAVINGS PLAN | BOSTON MA | 5,252 | $280.9M | $19.1M |
| 8 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $10.5M |
| 9 | VACO HOLDINGS, LLC VACO 401(K) PLAN | BRENTWOOD TN | 6,031 | $220.3M | $10.1M |
| 10 | FGS GLOBAL INC. FGS GLOBAL SAVINGS & INVESTMENT PLAN | WASHINGTON DC | 703 | $160.0M | $9.3M |
