Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard VEIRX - Vanguard Equity Income Admiral in their Schedule of Assets, totaling $12.8M 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 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $7.2M |
| 2 | LEVER1 LEVER1 RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,721 | $53.7M | $2.0M |
| 3 | STAFFLINK OUTSOURCING, INC. STAFFLINK OUTSOURCING RETIREMENT SAVINGS PLAN |
SUNRISE FL |
| 1,420 |
| $52.0M |
| $1.3M |
| 4 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $879K |
| 5 | TRANSPORT LABOR CONTRACT/ LEASING, INC. TLC RETIREMENT SAVINGS PLAN | ORLANDO FL | 4,757 | $97.7M | $872K |
| 6 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $457K |
| 7 | SIMPLOY, INC. SIMPLOY, INC. 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 719 | $11.8M | $89K |
| 8 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $6K |
