Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 235 U.S. retirement plans report holding Vanguard: Equity Income Fund in their Schedule of Assets, totaling $1.1B 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 | 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. |
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 | CHRISTIANA CARE HEALTH SERVICES, INC. CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN | WILMINGTON DE | 10,191 | $298.9M | $19.9M |
| 10 | NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. 401(K) PLAN | WESTFORD MA | 1,326 | $645.1M | $19.8M |
