Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Equity-Income Adm Fund in their Schedule of Assets, totaling $34.9M 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 | HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 4,139 | $1.2B | $31.7M |
| 2 | SHARONVIEW FEDERAL CREDIT UNION SHARONVIEW FEDERAL CREDIT UNION 401(K) PLAN | INDIAN LAND SC | 276 | $45.0M | $1.6M |
| 3 | HF SINCLAIR CORPORATION |
DALLAS TX |
| 275 |
| $52.2M |
| $1.4M |
| 4 | THE MERIT DISTRIBUTION GROUP, LLC MERIT DISTRIBUTION GROUP 401(K) PLAN | SPARTANBURG SC | 328 | $26.8M | $214K |
