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 Inv in their Schedule of Assets, totaling $16.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $8.8M |
| 2 | THE AMERICAN NATIONAL BANK OF TEXAS THE AMERICAN NATIONAL BANK OF TEXAS 401(K) PROFIT SHARING PLAN | TERRELL TX | 581 | $68.5M | $3.7M |
| 3 | THE AGNES IRWIN SCHOOL |
BRYN MAWR PA |
| 305 |
| $53.5M |
| $1.2M |
| 4 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | HARRISBURG PA | 346 | $65.2M | $960K |
| 5 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $689K |
| 6 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $614K |
| 7 | SUNNYSIDE PROPERTIES OF SARASOTA, INC. SUNNYSIDE PROPERTIES, INC. RETIREMENT PLAN | SARASOTA FL | 297 | $7.0M | $140K |
| 8 | SOUTH PENINSULA HOSPITAL, INC. SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES | HOMER AK | 154 | $17.4M | $38K |
