Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Equity Income Mutual Funds N/R in their Schedule of Assets, totaling $1.0M 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 | METZ CULINARY MANAGEMENT, LLC METZ CULINARY MANAGEMENT, LLC 401(K) PLAN | DALLAS PA | 8,079 | $35.1M | $913K |
| 2 | NORTHEAST CONCEPTS, INC. NORTHEAST CONCEPTS, INC. 401(K) PLAN | DALLAS PA | 583 | $2.8M | $133K |
