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 funds in their Schedule of Assets, totaling $4.0M 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 | INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 132 | $34.5M | $1.6M |
| 2 | FINSER CORPORATION FINSER CORPORATION 401(K) RETIREMENT PLAN | MIAMI FL | 72 | $16.8M | $1.2M |
| 3 | RIGGS DISTLER & COMPANY, INC. |
CHERRY HILL NJ |
| 258 |
| $52.7M |
| $598K |
| 4 | ADENA CORPORATION ADENA CORPORATION 401(K) PLAN | MANSFIELD OH | 456 | $29.7M | $373K |
| 5 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 193 | $13.4M | $148K |
| 6 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $68K |
