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 Registered investment company in their Schedule of Assets, totaling $47.6M 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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $25.5M |
| 2 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $20.5M |
| 3 | RIPPLE EFFECT COMMUNICATIONS, INC. |
ROCKVILLE MD |
| 111 |
| $7.6M |
| $843K |
| 4 | GI MANAGER L.P. GI PARTNERS 401(K) PLAN | SCOTTSDALE AZ | 181 | $63.9M | $644K |
