Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Investments Vanguard Equity-Income Fund in their Schedule of Assets, totaling $4.2M 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 | THE RELIABLE AUTOMATIC SPRINKLER CO. THE RELIABLE AUTOMATIC SPRINKLER CO. INC. 401(K) PLAN | LIBERTY SC | 1,097 | $95.6M | $3.4M |
| 2 | CIB MARINE BANCSHARES, INC. CIB MARINE BANCSHARES, INC. 401K PLAN | BROOKFIELD WI | 168 | $24.5M | $707K |
| 3 | THE SUPER DENTISTS, INC. |
SAN DIEGO CA |
| 216 |
| $8.7M |
| $95K |
