Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Dividend Apprec Index Adm in their Schedule of Assets, totaling $673K 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 | HORIZON MEDICAL GROUP, PC HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST | GOSHEN NY | 385 | $64.6M | $586K |
| 2 | ROTH & COMPANY LLP ROTH & COMPANY, LLP 401(K) PLAN | BROOKLYN NY | 157 | $12.4M | $87K |