Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding VAN DIV APPREC IDX - ADMIRAL in their Schedule of Assets, totaling $13.5M 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 | BEVERAGE MARKETING USA, INCORPOR ARIZONA ICED TEA 401(K) PLAN | WOODBURY NY | 1,342 | $93.0M | $7.1M |
| 2 | ENNEAD ARCHITECTS LLP ENNEAD ARCHITECTS LLP 401(K) PLAN | NEW YORK NY | 141 | $40.4M | $1.9M |
| 3 | DESE RESEARCH, INC. DESE RESEARCH, INC. PROFIT SHARING PLAN |
HUNTSVILLE AL |
| 66 |
| $70.7M |
| $1.3M |
| 4 | CSCO CSCO & SUBSIDIARIES QUALIFIED RETIREMENT PLAN | CARY NC | 334 | $44.1M | $484K |
| 5 | ENDAVA INC. ENDAVA INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 255 | $28.2M | $444K |
| 6 | HARVEY NASH, INC. HARVEY NASH, INC. 401(K) PLAN | WAYNE NJ | 807 | $35.6M | $431K |
| 7 | RICELAND FOODS, INC. RICELAND FOODS, INC. 401(K) RETIREMENT PLAN | STUTTGART AR | 1,357 | $74.4M | $388K |
| 8 | THE ROSADO GROUP THE ROSADO GROUP 401K PLAN | MILFORD PA | 114 | $6.7M | $356K |
| 9 | FAVOR TECHCONSULTING, LLC FAVOR TECHCONSULTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | VIENNA VA | 0 | $0 | $330K |
| 10 | INNOVATIVE DEFENSE TECHNOLOGIES, IDT 401(K) PLAN | ARLINGTON VA | 408 | $66.4M | $265K |
