Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Vanguard Equity-Income in their Schedule of Assets, totaling $71.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SIGNATURE AVIATION USA, LLC SIGNATURE AVIATION USA, LLC 401(K) PLAN | ORLANDO FL | 5,539 | $271.4M | $21.2M |
| 2 | HALF PRICE BOOKS RECORDS MAGAZINES INC. HALF PRICE BOOKS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,880 | $115.4M | $11.3M |
| 3 | LORAM LORAM RETIREMENT PLAN |
HAMEL MN |
| 1,082 |
| $167.8M |
| $10.4M |
| 4 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $6.1M |
| 5 | CLARK NEXSEN, INC. CLARK NEXSEN, INC. 401(K) PLAN | VIRGINIA BEACH VA | 328 | $84.2M | $5.9M |
| 6 | SADDLE CREEK CORPORATION DBA SADDLE CREEK LOGISTICS SADDLE CREEK CORPORATION RETIREMENT SAVINGS PLAN | LAKELAND FL | 4,568 | $155.5M | $2.4M |
| 7 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | MIAMI FL | 196 | $45.5M | $2.0M |
| 8 | POLAR OPERATIONS LLC D/B/A IMC MARKETS N.A. IMC MARKETS N.A. 401K PLAN | CHICAGO IL | 458 | $84.5M | $1.7M |
| 9 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN | CHICAGO IL | 238 | $58.2M | $1.6M |
| 10 | HOTWIRE COMMUNICATIONS, LTD. HOTWIRE COMMUNICATIONS 401(K) PLAN | FORT LAUDERDALE FL | 1,896 | $36.5M | $1.5M |
