Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Vanguard Vanguard Equity‐Income Fund in their Schedule of Assets, totaling $208.2M 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 | MITCHELL INTERNATIONAL INC MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLAN | SAN DIEGO CA | 5,250 | $658.2M | $40.3M |
| 2 | REWORLD PROJECTS, LLC REWORLD SAVINGS PLAN | MORRISTOWN NJ | 4,157 | $947.7M | $24.9M |
| 3 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN |
JACKSONVILLE FL |
| 51,410 |
| $838.9M |
| $17.6M |
| 4 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 21,135 | $651.5M | $16.1M |
| 5 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $8.9M |
| 6 | FUGRO (USA) HOLDINGS INC THE FUGRO 401(K) PLAN | HOUSTON TX | 1,194 | $306.6M | $6.8M |
| 7 | THINK MUTUAL BANK THINK 401(K) PLAN | ROCHESTER MN | 277 | $64.8M | $6.4M |
| 8 | INTERNATIONAL DAIRY QUEEN, INC. INTERNATIONAL DAIRY QUEEN, INC. RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 424 | $95.3M | $5.7M |
| 9 | HEALTH MANAGEMENT ASSOCIATES, INC. HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401(K) PLAN | OKEMOS MI | 940 | $224.2M | $5.1M |
| 10 | PARK PLACE TECHNOLOGIES, LLC PARK PLACE TECHNOLOGIES 401(K) PROFIT SHARING PLAN | HIGHLAND HEIGHTS OH | 1,430 | $152.6M | $4.8M |
