Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 173 U.S. retirement plans report holding Vanguard Vanguard Equity-Income Adm in their Schedule of Assets, totaling $670.7M 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 | ABB INC. ABB INC. RETIREMENT SAVINGS PLAN | CARY NC | 14,095 | $3.3B | $201.0M |
| 2 | LENOVO (UNITED STATES) INC. LENOVO SAVINGS PLAN | MORRISVILLE NC | 5,245 | $2.6B | $73.8M |
| 3 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN | BRONX |
| 3,617 |
| $1.7B |
| $44.7M |
| 4 | UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UPPER CHESAPEAKE HEALTH 403(B) SAVINGS PLAN | BEL AIR MD | 2,770 | $296.2M | $25.7M |
| 5 | SIX CONTINENTS HOTELS, INC. IHG 401(K) SAVINGS AND RETIREMENT PLAN | ATLANTA GA | 11,055 | $1.1B | $22.6M |
| 6 | PACE UNIVERSITY PACE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | VALHALLA NY | 2,350 | $881.5M | $20.8M |
| 7 | MCCARTER & ENGLISH, LLP MCCARTER AND ENGLISH RETIREMENT AND SAVINGS PLAN | NEWARK NJ | 801 | $487.8M | $20.5M |
| 8 | LEPRINO FOODS COMPANY LEPRINO FOODS COMPANY PROFIT SHARING AND 401(K) PLAN | DENVER CO | 4,152 | $673.5M | $19.3M |
| 9 | AMHERST COLLEGE TRUSTEES AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | AMHERST MA | 1,907 | $578.9M | $15.9M |
| 10 | DIRECT SUPPLY, INC. DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 1,231 | $346.1M | $14.7M |