Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Equity-Income Fund Admiral Shares N/R in their Schedule of Assets, totaling $256.1M 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 | REYES HOLDINGS, L.L.C. REYES HOLDINGS RETIREMENT PLAN | ROSEMONT IL | 23,445 | $2.1B | $246.2M |
| 2 | EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN | GREENSBURG PA | 3,712 | $364.9M | $4.2M |
| 3 | LEERINK PARTNERS LLC LEERINK PARTNERS 401(K) PLAN |
BOSTON MA |
| 343 |
| $76.1M |
| $2.3M |
| 4 | AMERESCO, INC. AMERESCO, INC. 401(K) PLAN | FRAMINGHAM MA | 1,318 | $251.6M | $1.9M |
| 5 | RESOLUTE INDUSTRIAL, LLC RESOLUTE INDUSTRIAL, LLC 401(K) PLAN | WHEELING IL | 314 | $17.7M | $673K |
| 6 | SALSIFY, INC SALSIFY, INC. 401(K) PLAN | BOSTON MA | 273 | $37.5M | $501K |
| 7 | CIS GROUP, LLC CIS GROUP, LLC 401(K) PLAN | SOUTHLAKE TX | 167 | $8.8M | $232K |
| 8 | THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM | PHILADELPHIA PA | 308 | $125.5M | $170K |
