Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Equity Income Fund N/A in their Schedule of Assets, totaling $4.2M 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 | SOURCEAMERICA SOURCEAMERICA TAX DEFERRED ANNUITY PLAN | VIENNA VA | 425 | $135.1M | $2.1M |
| 2 | WILDERNESS HOTEL & RESORT, INC. WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN | WISCONSIN DELLS WI | 937 | $21.2M | $1.6M |
| 3 | MCCLYMONDS SUPPLY & TRANSIT COMPANY, INC. MCCLYMONDS SUPPLY & TRANSIT COMPANY, INC. 401(K) PLAN |
PORTERSVILLE PA |
| 454 |
| $37.3M |
| $491K |
| 4 | HALL DRILLING, LLC HALL DRILLING, LLC 401(K) RETIREMENT PLAN | ELLENBORO WV | 324 | $11.0M | $12K |
