Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Vanguard- Vanguard Equity-Income Fund Admiral Shares in their Schedule of Assets, totaling $146.1M 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 | DEALER TIRE, LLC DEALER TIRE LLC 401(K) SAVINGS PLAN | CLEVELAND OH | 5,871 | $419.4M | $22.7M |
| 2 | DEALER TIRE LLC DEALER TIRE LLC 401(K) SAVINGS PLAN | CLEVELAND OH | 5,554 | $274.9M | $21.3M |
| 3 | ROOM & BOARD, INC. ROOM & BOARD 401(K) PLAN |
| 1,051 |
| $157.2M |
| $17.6M |
| 4 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN | BOSTON MA | 2,436 | $522.8M | $10.4M |
| 5 | KONTOOR BRANDS, INC. KONTOOR BRANDS 401(K) SAVINGS PLAN | GREENSBORO NC | 2,705 | $290.7M | $8.8M |
| 6 | SH GROUP, INC. SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 548 | $140.7M | $6.7M |
| 7 | TPC GROUP LLC TPC GROUP RETIREMENT SAVINGS PLAN | HOUSTON TX | 537 | $164.9M | $5.6M |
| 8 | CAMDEN DEVELOPMENT INC. CAMDEN DEVELOPMENT, INC. 401(K) PLAN AND TRUST | HOUSTON TX | 1,694 | $195.4M | $5.3M |
| 9 | SSOE, INC. SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 1,325 | $285.8M | $5.2M |
| 10 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $5.0M |
