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 Registered investment company in their Schedule of Assets, totaling $32.4M 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 | RALEY'S RALEY'S 401(K) RETIREMENT SAVINGS PLAN | WEST SACRAMENTO CA | 17,670 | $639.7M | $24.0M |
| 2 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSN PENSION TRUST DEFINED BENEFIT PLAN | BRAINERD MN | 381 | $59.0M | $2.3M |
| 3 | POINT B, INC. POINT B, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
SEATTLE WA |
| 488 |
| $32.5M |
| $2.0M |
| 4 | TRAXXAS, L.P. TRAXXAS, L.P. 401(K) PLAN | MCKINNEY TX | 179 | $33.9M | $767K |
| 5 | FISHERMEN'S FINEST, INC. FISHERMEN'S FINEST, INC. 401(K) PLAN | KIRKLAND WA | 112 | $5.7M | $745K |
| 6 | ATLANTIC TOOL & DIE COMPANY ATLANTIC TOOL & DIE COMPANY 401K PLAN AND TRUST | STRONGSVILLE OH | 334 | $20.5M | $495K |
| 7 | MBMS, LLC MBMS 401K PLAN | NEWARK DE | 174 | $12.8M | $475K |
| 8 | SYMPLICITY CORPORATION SYMPLICITY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ARLINGTON VA | 138 | $18.2M | $421K |
| 9 | FIDUCIARY WISE, LLC FBO JESSE ENGINEERING COMPANY EKSTRA 401(K) PLAN FBO JESSE ENGINEERING COMPANY | GILBERT AZ | 80 | $15.0M | $354K |
| 10 | SHICKEL CORPORATION SHICKEL CORPORATION RETIREMENT SAVINGS PLAN | BRIDGEWATER VA | 116 | $11.4M | $266K |
