Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Equity-Income Mutual Fund N/A in their Schedule of Assets, totaling $22.4M 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 | FIRST INTERSTATE BANCSYSTEM, INC. FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN | BILLINGS MT | 3,478 | $481.7M | $20.1M |
| 2 | WASHBURN-MCREAVY FUNERAL CHAPELS, INC. WASHBURN-MCREAVY FUNERAL CHAPELS, INC. PROFIT SHARING /401(K) PLAN | NEW BRIGHTON MN | 128 | $23.5M | $1.1M |
| 3 | OPEN DOOR CENTER |
VALLEY CITY ND |
| 169 |
| $22.8M |
| $462K |
| 4 | KENDRICK, INC. KENDRICK, INC. 401(K) PLAN | EDGEWOOD IA | 145 | $2.8M | $360K |
| 5 | ROERS MANAGEMENT, INC. ROERS 401(K) RETIREMENT PLAN | FARGO ND | 112 | $5.3M | $222K |
| 6 | QSC, LLC TRIVISTA COMPANIES, INC. EMPLOYEES' 401(K) PLAN | ALTOONA IA | 40 | $10.9M | $150K |
