Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Group Vanguard Equity-Income Fund in their Schedule of Assets, totaling $23.7M 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 | COMMUNITY BLOOD CENTER, ALSO DBA COMMUNITY TISSUE SERVICES CBC/CTS 401K PLAN | DAYTON OH | 1,005 | $79.1M | $8.5M |
| 2 | TRUMARK FINANCIAL CREDIT UNION TRUMARK FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | FORT WASHINGTON PA | 412 | $42.7M | $4.1M |
| 3 | ANDERSON HEALTHCARE |
MARYVILLE IL |
| 1,640 |
| $93.9M |
| $2.9M |
| 4 | ATHENS SERVICES ATHENS SERVICES 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 2,368 | $121.9M | $1.5M |
| 5 | GOODWILL INDUSTRIES INTERNATIONAL, INC. 403B THRIFT PLAN OF GOODWILL INDUSTRIES INTERNATIONAL | ROCKVILLE MD | 168 | $31.6M | $1.3M |
| 6 | ADNET SYSTEMS, INC. ADNET SYSTEMS, INC. 401(K) PLAN | BETHESDA MD | 399 | $67.4M | $1.1M |
| 7 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $964K |
| 8 | INDIANA HEALTH CENTERS, INC. 403(B) THRIFT PLAN FOR INDIANA HEALTH CENTERS, INC. | INDIANAPOLIS IN | 328 | $14.9M | $818K |
| 9 | TENACRE FOUNDATION TENACRE FOUNDATION 401K PLAN | PRINCETON NJ | 150 | $35.6M | $782K |
| 10 | CLEVERBRIDGE, INC. CLEVERBRIDGE, INC. 401(K) PLAN | CHICAGO IL | 58 | $7.7M | $669K |
