Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Vanguard Equity-Income Adm N/R in their Schedule of Assets, totaling $16.0M 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 | STEVENS INSTITUTE OF TECHNOLOGY STEVENS INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTI | HOBOKEN NJ | 1,436 | $466.5M | $10.4M |
| 2 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $3.3M |
| 3 | JACOBUS ENERGY, LLC JACOBUS ENERGY RETIREMENT PLAN |
MILWAUKEE WI |
| 479 |
| $34.1M |
| $1.4M |
| 4 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $561K |
| 5 | INTEGRACARE INTEGRACARE 401(K) SAVINGS PLAN | WEXFORD PA | 385 | $8.6M | $158K |
| 6 | FLAGGER FORCE, LLC FLAGGER FORCE, LLC 401(K) RETIREMENT PLAN | HUMMELSTOWN PA | 2,076 | $5.5M | $41K |
| 7 | ALLIANCE PHARMA, INC. ALLIANCE PHARMA, INC. 401K PLAN | MALVERN PA | 144 | $5.6M | $35K |
| 8 | BERKS COMMUNITY HEALTH CENTER BERKS COMMUNITY HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST | READING PA | 93 | $2.3M | $33K |
| 9 | MHY FAMILY SERVICES MHY FAMILY SERVICES 403B PLAN | MARS PA | 123 | $2.6M | $23K |
