Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Equity-Income Fund Pooled separate account in their Schedule of Assets, totaling $9.6M 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 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN | WHITE PLAINS NY | 198 | $13.4M | $1.7M |
| 2 | EVANS DELIVERY COMPANY, INC. EVANS DELIVERY COMPANY, INC. 401(K) PLAN | SCHUYLKILL HAVEN PA | 490 | $19.7M | $1.4M |
| 3 | EVANS NETWORK SERVICES, INC. EVANS NETWORK SERVICES, INC. 401(K) PLAN |
SCHUYLKILL HAVEN PA |
| 548 |
| $28.8M |
| $1.4M |
| 4 | OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD OR | 403 | $52.4M | $1.4M |
| 5 | VPM MANAGEMENT, INC. VPM MANAGEMENT, INC. SAVINGS AND RETIREMENT PLAN | IRVINE CA | 243 | $16.1M | $1.0M |
| 6 | C.P. INDUSTRIES HOLDINGS, INC. CP INDUSTRIES HOLDINGS, INC. COLLECTIVE BARGAINING EMPLOYEES PENSION PLAN | MCKEESPORT PA | 13 | $4.2M | $595K |
| 7 | MCDONALD WHOLESALE LLC MCDONALD WHOLESALE LLC 401(K) PLAN | EUGENE OR | 217 | $16.3M | $525K |
| 8 | KYMANOX CORPORATION KYMANOX CORPORATION 401(K) PLAN | MORRISVILLE NC | 197 | $19.6M | $475K |
| 9 | SPAN CONSTRUCTION & ENGINEERING, INC. SPAN CONSTRUCTION & ENGINEERING, INC. 401K RETIREMENT PLAN | MADERA CA | 430 | $18.1M | $402K |
| 10 | REDIS LABS INC. REDIS LABS INC. 401(K) PLAN | SAN FRANCISCO CA | 371 | $20.4M | $318K |
