Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Equity-Income Fund Mutual Fund NR in their Schedule of Assets, totaling $37.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ECS FEDERAL, LLC ECS FEDERAL, LLC 401(K) PLAN | FAIRFAX VA | 3,774 | $368.6M | $18.5M |
| 2 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $8.5M |
| 3 | EVOLENT HEALTH LLC EVOLENT HEALTH 401(K) PLAN |
ARLINGTON VA |
| 3,226 |
| $289.2M |
| $2.7M |
| 4 | GROUP W INC. GROUP W INC. 401(K) PLAN | VIENNA VA | 146 | $51.6M | $2.7M |
| 5 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | BRISBANE CA | 181 | $65.9M | $1.7M |
| 6 | AXIOLOGIC SOLUTIONS, LLC AXIOLOGIC SOLUTIONS 401(K) PLAN | FAIRFAX VA | 184 | $39.1M | $1.4M |
| 7 | PROACTIVE TECHNOLOGIES, LLC PROACTIVE TECHNOLOGIES, INC. 401(K) PLAN | OVIEDO FL | 35 | $5.9M | $691K |
| 8 | EASTERSEALS SERVING DC/MD/VA EASTERSEALS SERVING DC/MD/VA 403(B) PLAN | SILVER SPRING MD | 368 | $5.2M | $463K |
| 9 | SERVICE COORDINATION, INC. SERVICE COORDINATION, INC. TAX DEFERRED SAVINGS PLAN | FREDERICK MD | 957 | $36.2M | $311K |
| 10 | THE DAILY BEAST COMPANY LLC THE DAILY BEAST COMPANY EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 66 | $12.2M | $276K |
