Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding Vanguard: Equity Income in their Schedule of Assets, totaling $157.9M 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 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $19.5M |
| 2 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $14.5M |
| 3 | LIPPERT COMPONENTS, INC. LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN |
ELKHART IN |
| 9,605 |
| $304.3M |
| $12.7M |
| 4 | METROPOLITAN OPERA ASSOCIATION, INC. THE METROPOLITAN OPERA RETIREMENT SAVINGS PLAN | NEW YORK NY | 859 | $232.1M | $11.1M |
| 5 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. TRI-STATE 401K PLAN AND TRUST | DENVER CO | 1,181 | $279.0M | $10.0M |
| 6 | TUDOR INVESTMENT CORPORATION TUDOR INVESTMENT CORPORATION 401(K) SAVINGS AND PROFIT-SHARING PLAN | STAMFORD CT | 299 | $172.7M | $8.9M |
| 7 | DETROIT ENTERTAINMENT, L.L.C. DETROIT ENTERTAINMENT, L.L.C. PROFIT SHARING AND 401(K) PLAN | DETROIT MI | 1,482 | $115.0M | $8.3M |
| 8 | RANGE RESOURCES CORPORATION RANGE RESOURCES CORPORATION 401(K) PLAN | FORT WORTH TX | 570 | $212.5M | $7.5M |
| 9 | AIRLINE TARIFF PUBLISHING CO. ATPCO 401 (K) SAVINGS PLAN | HENDON VA | 401 | $146.1M | $6.3M |
| 10 | INGLES MARKETS, INCORPORATED INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN | BLACK MOUNTAIN NC | 18,006 | $196.8M | $5.5M |
