Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Equity-Income Mutual fund in their Schedule of Assets, totaling $34.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENSCO, INC. GENSCO PROFIT SHARING 401(K) PLAN | TACOMA WA | 979 | $153.8M | $8.8M |
| 2 | FOSSIL GROUP INC. FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN | RICHARDSON TX | 1,799 | $120.6M | $3.5M |
| 3 | FS BRANDS, INC. FS BRANDS 401(K) PLAN |
| 2,428 |
| $127.5M |
| $2.9M |
| 4 | BADER MANAGEMENT INC. BADER RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 400 | $18.1M | $2.4M |
| 5 | OGDEN MURPHY WALLACE, PLLC THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC | SEATTLE WA | 124 | $73.8M | $2.0M |
| 6 | NETWORK SERVICES COMPANY NETWORK SERVICES COMPANY PROFIT SHARING 401K PLAN | SCHAUMBURG IL | 208 | $44.3M | $1.8M |
| 7 | GOBRANDS, INC. GOBRANDS, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 4,198 | $76.6M | $1.5M |
| 8 | TURENNE & ASSOCIATES, LLC TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN | MONTGOMERY AL | 622 | $29.0M | $1.2M |
| 9 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $1.1M |
| 10 | SLAKEY BROTHERS, INC. SLAKEY BROTHERS, INC. PROFIT SHARING 401(K) PLAN | SACRAMENTO CA | 413 | $41.6M | $1.0M |
