Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Equity-Income Inv Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | OLYMPIA FEDERAL SAVINGS AND LOAN ASSOCIATION OLYMPIA FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) PLAN AND TRUST | OLYMPIA WA | 113 | $21.8M | $2.0M |
| 2 | PROJECT RESOURCES GROUP, INC. PROJECT RESOURCES GROUP, INC. PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 825 | $20.8M | $665K |
| 3 | AROCAM INC |
TAUNTON MA |
| 138 |
| $5.3M |
| $8K |
