Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Equity-Income Admiral N/R in their Schedule of Assets, totaling $33.4M 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 | NATIXIS NORTH AMERICA LLC THE NATIXIS US GROUP 401(K) PLAN | NEW YORK NY | 849 | $470.6M | $17.1M |
| 2 | FABCON COMPANIES, LLC FABCON COMPANIES, LLC. PROFIT SHARING AND 401(K) PLAN | EDEN PRAIRIE MN | 971 | $83.7M | $9.7M |
| 3 | AXON ENTERPRISE, INC. AXON 401(K) PLAN |
SCOTTSDALE AZ |
| 3,206 |
| $228.6M |
| $4.3M |
| 4 | UMH MANAGEMENT SERVICES CORP. UNITED METHODIST HOMES 403 B PLAN | BINGHAMTON NY | 781 | $24.8M | $1.3M |
| 5 | HOSPITAL DEVELOPMENT CORPORATION D/B/A ROANE GENERAL HOSPITAL ROANE GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN | SPENCER WV | 335 | $24.4M | $912K |
| 6 | WACO TRANSIT SYSTEMS, INC. WACO TRANSIT SYSTEMS 401(K) PLAN | FORT WORTH TX | 128 | $2.0M | $47K |
