Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Equity-Income Fund Mutual Fund N/A in their Schedule of Assets, totaling $12.2M 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 | QSC, LLC QSC, LLC 401(K) RETIREMENT SAVINGS PLAN | COSTA MESA CA | 634 | $119.4M | $5.3M |
| 2 | RIVER VALLEY BANCORPORATION, INC. PROFIT SHARING PLAN FOR RIVER VALLEY BANCORPORATION, INC. AND RELATED EMPLOYERS | WAUSAU WI | 243 | $31.4M | $2.6M |
| 3 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN |
SIOUX CENTER IA |
| 1,560 |
| $141.5M |
| $2.2M |
| 4 | GLOBAL COMMUNITIES GLOBAL COMMUNITIES 401(K) PROFIT SHARING PLAN | BETHESDA MD | 174 | $42.7M | $1.5M |
| 5 | CANUS CORPORATION CANUS CORPORATION 401(K) PROFIT SHARING PLAN | MISSION VIEJO CA | 413 | $20.3M | $375K |
| 6 | BRIGHTEDGE TECHNOLOGIES, INC. BRIGHTEDGE TECHNOLOGIES, INC. 401(K) PLAN | SAN MATEO CA | 282 | $17.1M | $208K |
| 7 | THE VILLAGE FAMILY SERVICE CENTER THE VILLAGE FAMILY SERVICE CENTER 403(B) THRIFT PLAN | FARGO ND | 150 | $8.7M | $91K |
| 8 | THE ALLOY ENGINEERING COMPANY THE ALLOY ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | BEREA OH | 173 | $11.0M | $24K |
| 9 | LAKE REGION CORPORATION 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LAKE REGION CORPORATION | DEVILS LAKE ND | 135 | $6.5M | $15K |
