Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Dividend Apprec Index Adm Vanguard 0 in their Schedule of Assets, totaling $11.9M 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 | CREWS & ASSOCIATES, INC. CREWS & ASSOCIATES INC. 401(K) PLAN | LITTLE ROCK AR | 183 | $47.8M | $2.6M |
| 2 | REGIONAL ORTHOPAEDIC ASSOCIATES, P.A. REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP | WILMINGTON DE | 156 | $38.9M | $945K |
| 3 | UNIVERSITY OF ARIZONA FOUNDATION |
TUCSON AZ |
| 153 |
| $11.3M |
| $760K |
| 4 | ZUMBA FITNESS, LLC ZUMBA FITNESS LLC. 401(K) PLAN | HALLANDALE FL | 152 | $23.7M | $638K |
| 5 | DESMARAIS LLP DESMARAIS LLP 401(K) PLAN | NEW YORK NY | 143 | $38.6M | $613K |
| 6 | WEALTHFRONT CORPORATION WEALTHFRONT CORPORATION 401(K) PLAN | PALO ALTO CA | 316 | $32.9M | $507K |
| 7 | ISPA TECHNOLOGY, LLC ISPA TECHNOLOGY, LLC 401(K) PLAN | LITHIA FL | 97 | $14.8M | $469K |
| 8 | CHAMELEON CONSULTING GROUP LLC CHAMELEON CONSULTING GROUP LLC 401(K) PLAN | HERNDON VA | 205 | $15.2M | $438K |
| 9 | FTL CAPITAL, LLC FTL CAPITAL, LLC RETIREMENT TRUST | ST. LOUIS MO | 143 | $9.2M | $428K |
| 10 | BROWN GIBBONS LANG & COMPANY LLC BROWN GIBBONS LANG & CO LLC 401K SAVINGS PLAN | CLEVELAND OH | 153 | $25.2M | $369K |
