Vanguard: Equity Income Fund
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
228
Total parsed position
$1.1B
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP MASTER TRUST FOR CERTAIN DEFINED CONTRIBUTION PLAN ASSETS | CHICAGO IL | — | $2.3B | $209.3M |
| 2 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $102.1M |
| 3 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $68.7M |
| 4 | THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH WI | 6,774 | $837.6M | $68.6M |
| 5 | COMFORT SYSTEMS USA, INC. COMFORT SYSTEMS USA, INC. 401(K) PLAN | HOUSTON TX | 18,367 | $1.1B | $41.2M |
| 6 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $40.7M |
| 7 | JOHNSON BROTHERS LIQUOR COMPANY JOHNSON BROTHERS 401(K) PLAN | ST. PAUL MN | 3,551 | $337.3M | $34.5M |
| 8 | CMFG LIFE INSURANCE COMPANY CMFG LIFE INSURANCE COMPANY NON-REPRESENTED PLAN QUALIFIED TRUST | MADISON WI | — | $1.7B | $27.4M |
| 9 | CMFG LIFE INSURANCE COMPANY TRUSTAGE 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES | MADISON WI | 3,257 | $1.1B | $27.4M |
| 10 | TRUSTAGE FINANCIAL GROUP, INC. TRUSTAGE PENSION PLAN FOR NON-REPRESENTED EMPLOYEES | MADISON WI | 1,929 | $591.2M | $27.4M |
See all 228 plans holding Vanguard: Equity Income Fund
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