Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Funds Equity-Income Fund in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHLOSSMANN AUTOMOTIVE GROUP, INC. SCHLOSSMANN AUTOMOTIVE GROUP, INC. 401(K) PLAN | GREENFIELD WI | 237 | $30.1M | $949K |
| 2 | IFP MOTION SOLUTIONS THE IFP GROUP OF COMPANIES PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 154 | $38.1M | $746K |
| 3 | GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN |
WEST ALLIS WI |
| 275 |
| $19.6M |
| $686K |
| 4 | PRATT REGIONAL MEDICAL CENTER PRATT REGIONAL MEDICAL CENTER 401(K) PROFIT SHARING PLAN | PRATT KS | 352 | $22.6M | $203K |