Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Vanguard: Equity Income Fund in their Schedule of Assets, totaling $367.5M 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 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP MASTER TRUST FOR CERTAIN DEFINED CONTRIBUTION PLAN ASSETS | CHICAGO IL | — | $2.3B | $209.3M |
| 2 | JOHNSON BROTHERS LIQUOR COMPANY JOHNSON BROTHERS 401(K) PLAN | ST. PAUL MN | 3,551 | $337.3M | $34.5M |
| 3 | PREMIUM BRANDS SERVICES LLC |
MAHWAH NJ |
| 11,631 |
| $382.6M |
| $18.3M |
| 4 | EDUCATION MINNESOTA EDUCATION MINNESOTA EMPLOYEES PENSION PLAN | ST. PAUL MN | 160 | $129.4M | $14.7M |
| 5 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,312 | $385.7M | $10.7M |
| 6 | VISIONWORKS OF AMERICA, INC. VISIONWORKS OF AMERICA, INC. 401(K) SAVINGS PLAN | SAN ANTONIO TX | 5,459 | $147.4M | $9.3M |
| 7 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 1,954 | $268.3M | $9.1M |
| 8 | HAMILTON COMPANY HAMILTON COMPANY 401(K) RETIREMENT PLAN | RENO NV | 1,368 | $141.3M | $8.0M |
| 9 | PACWEST BANCORP PACWEST BANCORP 401(K) PLAN | BREA CA | 2,409 | $231.3M | $7.5M |
| 10 | ASGN INCORPORATED. ASGN INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | CALABASAS CA | 374 | $74.1M | $5.9M |
