Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Dividend Appreciation in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRANKLIN MUTUAL INSURANCE COMPANY FRANKLIN MUTUAL PENSION PLAN | BRANCHVILLE NJ | 99 | $25.0M | $4.9M |
| 2 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN | LOS ANGELES CA | 2,794 | $17.8M | $29K |
