Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Equity-Income Fund Mutual funds in their Schedule of Assets, totaling $15.9M 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 | DLB ASSOCIATES CONSULTING ENGINEERS, PC DLB ASSOCIATES 401(K) SAVINGS AND INVESTMENT PLAN | NEPTUNE NJ | 324 | $61.1M | $3.9M |
| 2 | TORYS LLP TORYS LLP SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 46 | $47.9M | $3.8M |
| 3 | THE DERON SCHOOL OF NEW JERSEY, INC THE DERON SCHOOL RETIREMENT PLAN |
UNION NJ |
| 202 |
| $24.7M |
| $2.7M |
| 4 | SITELOGIQ, INC SITELOGIQ, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 477 | $44.6M | $1.3M |
| 5 | TRINTECH INC. TRINTECH INC. 401(K) PLAN | PLANO TX | 335 | $36.0M | $1.2M |
| 6 | PROCTOR ACADEMY PROCTOR ACADEMY 401(K) SAVINGS PLAN | ANDOVER NH | 266 | $22.3M | $652K |
| 7 | BBI LOGISTICS, LLC BBI LOGISTICS, LLC 401(K) PLAN | COLUMBUS OH | 233 | $8.2M | $615K |
| 8 | AMERICAN RACING & ENTERTAINMENT, LLC AMERICAN RACING & ENTERTAINMENT, LLC 401(K) PLAN | NICHOLS NY | 722 | $13.4M | $502K |
| 9 | MORE CONSULTING CORP. MORE CONSULTING CORP. 401(K) PROFIT SHARING PLAN | YAPHANK NY | 63 | $6.7M | $474K |
| 10 | OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC, 401(K) PROFIT SHARING PLAN AND TRUST | BOCA RATON FL | 220 | $40.3M | $269K |
