Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 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.
| # | 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 | ST. LUKE FOUNDATION ST. LUKE HOME HEALTH RETIREMENT SAVINGS PLAN |
MCCOMB MS |
| 122 |
| $4.3M |
| $17K |
| 4 | TRUSSWORKS LLC TRUSSWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST | CALDWELL TX | 225 | $1.6M | $13K |
