Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Funds Vanguard Equity-Income Fund - in their Schedule of Assets, totaling $29.9M 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 | WINSTEAD PC WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN | DALLAS TX | 435 | $286.3M | $27.0M |
| 2 | WINSTEAD PC WINSTEAD NON-SHARE ATTY 401K SAVINGS & PROFIT SHARING PLAN | DALLAS TX | 156 | $35.2M | $2.9M |
| 3 | TRUSSWORKS LLC TRUSSWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST |
CALDWELL TX |
| 225 |
| $1.6M |
| $13K |
