Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 126 U.S. retirement plans report holding Vanguard Equity-Income Fund Mutual fund in their Schedule of Assets, totaling $554.9M 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 | CHRISTIANA CARE HEALTH SERVICES INC CHRISTIANA CARE 403(B) PLAN | WILMINGTON DE | 14,679 | $1.9B | $125.6M |
| 2 | INFIRMARY HEALTH SYSTEM, INC. THE INFIRMARY 401(K) PLAN | MOBILE AL | 6,046 | $372.2M | $43.2M |
| 3 | PERKINS COIE LLP PERKINS COIE CASH BALANCE PLAN |
SEATTLE WA |
| 372 |
| $187.5M |
| $28.3M |
| 4 | ALFA LAVAL INC. ALFA LAVAL RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,902 | $319.3M | $26.1M |
| 5 | WELLSKY CORPORATION WELLSKY CORPORATION 401(K) PLAN | OVERLAND PARK KS | 2,207 | $191.8M | $20.3M |
| 6 | JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 180 | $150.6M | $17.7M |
| 7 | PIXAR PIXAR EMPLOYEE'S 401(K) RETIREMENT PLAN | EMERYVILLE CA | 1,123 | $634.2M | $17.1M |
| 8 | RESMED CORP. RESMED U S 401(K) PLAN | SAN DIEGO CA | 2,761 | $400.6M | $14.8M |
| 9 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 376 | $332.7M | $14.2M |
| 10 | VISTEON CORPORATION VISTEON INVESTMENT PLAN | VAN BUREN TOWNSHIP MI | 263 | $590.7M | $13.9M |
