Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Equity Income Investor Fund in their Schedule of Assets, totaling $901K 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 | INGENIO, LLC INGENIO, LLC 401(K) PLAN | SAN FRANCISCO CA | 98 | $16.6M | $513K |
| 2 | CITIZENS BANK CITIZENS BANK EMPLOYEES' RETIREMENT PLAN | COLUMBIA MS | 84 | $5.4M | $388K |
