Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding VANGUARD VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $19.9M 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 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN | BELLEFONTAINE OH | 581 | $79.2M | $7.3M |
| 2 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY TAX DEFERRED ANNUITY PLAN | BELLEFONTAINE OH | 731 | $37.6M | $3.5M |
| 3 |
BILLERICA MA |
| 269 |
| $19.7M |
| $1.5M |
| 4 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $1.5M |
| 5 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 4,935 | $31.1M | $1.3M |
| 6 | GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC. DISCRETIONARY CONTRIBUTION THRIFT PLAN | INDIANAPOLIS IN | 2,855 | $24.1M | $1.1M |
| 7 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $990K |
| 8 | CLARITY CHILD GUIDANCE CENTER CLARITY CHILD GUIDANCE CENTER 403B PLAN | SAN ANTONIO TX | 317 | $10.4M | $968K |
| 9 | STEVES & SONS INC. STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 1,734 | $14.0M | $781K |
| 10 | PRONTO MANAGEMENT, LLC PRONTO MANAGEMENT LLC 401K PLAN | DALLAS TX | 42,035 | $7.5M | $408K |
