Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Vanguard Equity-Income Admiral Shares in their Schedule of Assets, totaling $68.2M 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 | HUB INTERNATIONAL LIMITED HUB INTERNATIONAL LIMITED 401(K) SAVINGS PLAN | CHICAGO IL | 13,429 | $1.6B | $64.1M |
| 2 | HOALOHA NA EHA. LTD. HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN | LAHAINA HI | 173 | $12.8M | $1.3M |
| 3 | VORTEX INDUSTRIES, LLC VORTEX EMPLOYEES 401(K) PLAN |
IRVINE CA |
| 1,040 |
| $37.5M |
| $1.2M |
| 4 | ADVOCATES FOR BASIC LEGAL EQUALITY INC ADVOCATES FOR BASIC LEGAL EQUALITY, INC. AND LEGAL AID OF WESTERN OHIO, INC. RETIREMENT SAVINGS PLAN | TOLEDO OH | 149 | $18.8M | $914K |
| 5 | LEADING PHARMA, LLC LEADING PHARMA 401(K) PLAN | FAIRFIELD NJ | 182 | $5.9M | $244K |
| 6 | HEARING LAB TECHNOLOGY, LLC HLT 401(K) PLAN | FORT WORTH TX | 699 | $21.2M | $156K |
| 7 | LEADING PHARMA, LLC LEADING PHARMA 401(K) PLAN | FAIRFIELD NJ | 164 | $3.8M | $132K |
| 8 | CHARTBEAT INC. CHARTBEAT 401K PLAN | AUSTIN TX | 104 | $14.0M | $127K |
| 9 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 236 | $16.6M | $52K |
| 10 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $41K |
