Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Group Vanguard Equity-Income Adm in their Schedule of Assets, totaling $13.3M 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 | GONZAGA UNIVERSITY GONZAGA UNIVERSITY 403(B) RETIREMENT PLAN | SPOKANE WA | 2,311 | $521.5M | $5.6M |
| 2 | THE FINISH LINE, INC. THE FINISH LINE, INC. PROFIT SHARING AND 401(K) PLAN | INDIANAPOLIS IN | 19,264 | $100.9M | $4.1M |
| 3 | HARMS OIL COMPANY HARMS OIL COMPANY 401(K) PLAN |
BROOKINGS SD |
| 328 |
| $47.5M |
| $2.3M |
| 4 | WESTMINSTER SERVICES, INC. WESTMINSTER SERVICES, INC. 403(B) PLAN | ORLANDO FL | 2,524 | $41.8M | $565K |
| 5 | STEP ONE AUTOMOTIVE GROUP LLC STEP ONE AUTOMOTIVE GROUP LLC 401(K) PLAN | FORT WALTON BEACH FL | 423 | $7.0M | $525K |
| 6 | TENNESSEE ALUMINUM PROCESSORS, INC. TAP 401(K) PLAN | MT. PLEASANT TN | 200 | $6.3M | $185K |
| 7 | MESA SYSTEMS, INC. MESA SYSTEMS, INC. 401(K) PLAN | GRAND JUNCTION CO | 233 | $10.2M | $73K |