Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Equity-Income Inv Mutual Fund in their Schedule of Assets, totaling $7.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $2.1M |
| 2 | PIKE FUELS MANAGEMENT SERVICES L.P. PIKE FUELS 401(K) PLAN | MIDDLETOWN PA | 84 | $42.4M | $1.9M |
| 3 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
HILLSBOROUGH CA |
| 163 |
| $49.0M |
| $1.8M |
| 4 | HERITAGE TRACTOR, INC. HERITAGE TRACTOR 401(K) PLAN | BALDWIN CITY KS | 687 | $61.4M | $1.1M |
| 5 | LINEAR MOTION LLC LINEAR MOTION UNION 401(K) PLAN | SAGINAW MI | 102 | $8.7M | $224K |
| 6 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $10K |
