Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Equity Income Fund Admiral Shares in their Schedule of Assets, totaling $13.1M 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 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $8.6M |
| 2 | URBAN ENGINEERS, INC. URBAN ENGINEERS, INC. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 462 | $101.4M | $2.9M |
| 3 | CROWNQUEST OPERATING, L.L.C CROWNQUEST 401(K) PLAN |
MIDLAND TX |
| 54 |
| $39.7M |
| $1.1M |
| 4 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $299K |
| 5 | FLOTEK INDUSTRIES, INC. FLOTEK INDUSTRIES, INC. 401(K) PLAN | HOUSTON TX | 137 | $19.1M | $252K |
