Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Vanguard Equity-Income Fund Admiral in their Schedule of Assets, totaling $2.2M 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 | H & N GROUP, INC. H & N GROUP, INC. 401(K) PLAN | VERNON CA | 55 | $31.6M | $957K |
| 2 | LAUTERBACH & AMEN, LLP LAUTERBACH & AMEN, LLP 401(K) PLAN | NAPERVILLE IL | 193 | $15.8M | $700K |
| 3 | WELLCOM GROUP, INC. WELLCOM GROUP, INC. 401(K) PLAN |
NEW YORK NY |
| 118 |
| $14.0M |
| $582K |
