Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Equity-Income Fund Admiral Shares in their Schedule of Assets, totaling $7.5M 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 | LUNDBECK LLC LUNDBECK LLC 401(K) PLAN | DEERFIELD IL | 1,004 | $281.7M | $7.0M |
| 2 | J.W. PEPPER & SON, INC. J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | EXTON PA | 164 | $23.3M | $399K |
| 3 | VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN |
PHILADELPHIA PA |
| 95 |
| $17.8M |
| $57K |
