Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 138 U.S. retirement plans report holding Vanguard Equity-Income Fund Mutual fund in their Schedule of Assets, totaling $666.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | HUNTINGTON BANCSHARES INCORPORATED THE HUNTINGTON 401(K) PLAN | COLUMBUS OH | 20,450 | $2.4B | $97.8M |
| 3 | INFIRMARY HEALTH SYSTEM, INC. THE INFIRMARY 401(K) PLAN |
MOBILE AL |
| 6,046 |
| $372.2M |
| $43.2M |
| 4 | PERKINS COIE LLP PERKINS COIE CASH BALANCE PLAN | SEATTLE WA | 372 | $187.5M | $28.3M |
| 5 | ALFA LAVAL INC. ALFA LAVAL RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,902 | $319.3M | $26.1M |
| 6 | WELLSKY CORPORATION WELLSKY CORPORATION 401(K) PLAN | OVERLAND PARK KS | 2,207 | $191.8M | $20.3M |
| 7 | FRANKLIN RESOURCES, INC. FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | SAN MATEO CA | 4,383 | $2.8B | $20.2M |
| 8 | JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 180 | $150.6M | $17.7M |
| 9 | RESMED CORP. RESMED U S 401(K) PLAN | SAN DIEGO CA | 2,761 | $400.6M | $14.8M |
| 10 | 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 |
