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 Investor Shares Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN | EVANSTON IL | 202 | $85.4M | $1.4M |
| 2 | BOLING VISION CENTER, LLC BOLING VISION CENTER, LLC EMPLOYEES' RETIREMENT PLAN | ELKHART IN | 130 | $6.0M | $143K |
| 3 | AMERICAN NATIONAL RED CROSS |
WASHINGTON DC |
| 17,892 |
| $1.7B |
| $61K |
| 4 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $11K |
