Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Equity-Income Fund Investor Shares in their Schedule of Assets, totaling $17.8M 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 | STOCKMAN FINANCIAL CORP. STOCKMAN FINANCIAL CORP 401 (K) PLAN | MILES CITY MT | 896 | $116.7M | $6.3M |
| 2 | MOTORS & ARMATURES, INC. MOTORS & ARMATURES, INC. RETIREMENT PLAN | HAUPPAUGE NY | 148 | $42.8M | $6.2M |
| 3 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN |
GRAND RAPIDS MI |
| 2,040 |
| $116.1M |
| $5.1M |
| 4 | GENERATIONS LLC GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | CLACKAMAS OR | 945 | $9.2M | $113K |
| 5 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $30K |
| 6 | MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN | STATESVILLE NC | 76 | $7.3M | $14K |
