Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Vanguard Equity-Income in their Schedule of Assets, totaling $45.2M 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 | HALF PRICE BOOKS RECORDS MAGAZINES INC. HALF PRICE BOOKS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,880 | $115.4M | $11.3M |
| 2 | LORAM LORAM RETIREMENT PLAN | HAMEL MN | 1,082 | $167.8M | $10.4M |
| 3 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) |
MIAMI FL |
| 354 |
| $169.1M |
| $6.1M |
| 4 | SADDLE CREEK CORPORATION DBA SADDLE CREEK LOGISTICS SADDLE CREEK CORPORATION RETIREMENT SAVINGS PLAN | LAKELAND FL | 4,568 | $155.5M | $2.4M |
| 5 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 102 | $32.1M | $2.1M |
| 6 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | MIAMI FL | 196 | $45.5M | $2.0M |
| 7 | POLAR OPERATIONS LLC D/B/A IMC MARKETS N.A. IMC MARKETS N.A. 401K PLAN | CHICAGO IL | 458 | $84.5M | $1.7M |
| 8 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN | CHICAGO IL | 238 | $58.2M | $1.6M |
| 9 | HOTWIRE COMMUNICATIONS, LTD. HOTWIRE COMMUNICATIONS 401(K) PLAN | FORT LAUDERDALE FL | 1,896 | $36.5M | $1.5M |
| 10 | STELLAR HEALTH MANAGEMENT, LLC STELLAR HEALTH MANAGEMENT, LLC 401(K) PLAN | WINCHESTER MA | 972 | $12.2M | $1.2M |
