Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Equity-Income in their Schedule of Assets, totaling $4.9M 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 | ON SITE MANAGEMENT, INC. ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | BOZEMAN MT | 111 | $17.5M | $1.5M |
| 2 | PRECISION, INC. PRECISION, INC. 401(K) PLAN | PELLA IA | 789 | $48.1M | $1.4M |
| 3 | BYSTRONIC INC. BYSTRONIC INC. 401(K) PROFIT SHARING PLAN |
HOFFMAN ESTATES IL |
| 249 |
| $22.4M |
| $651K |
| 4 | MPAY INC. MPAY INC. 401(K) PLAN | CORNELIUS NC | 142 | $12.3M | $482K |
| 5 | PERMIAN RESOURCES CENTENNIAL RESOURCE PRODUCTION, LLC 401(K) RETIREMENT PLAN | DENVER CO | 137 | $22.0M | $398K |
| 6 | EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION 401(K) SALARY REDUCTION PLAN AND TRUST | BARABOO WI | 269 | $8.6M | $302K |
| 7 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $90K |
| 8 | G.G. SCHMITT & SONS, INC. G. G. SCHMITT & SONS, INC. 401(K) PLAN | SARASOTA FL | 0 | $0 | $48K |
