Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Dividend Appreciation Etf in their Schedule of Assets, totaling $7.3M 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 | GAF MATERIALS LLC RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES OF GAF MATERIALS LLC | PARSIPPANY NJ | 840 | $84.2M | $2.7M |
| 2 | SHAW BROTHERS CONSTRUCTION, INC. SHAW BROTHERS CONSTRUCTION PROFIT SHARING PLAN | GORHAM ME | 196 | $27.2M | $2.5M |
| 3 | ALASKA PIPE TRADES U.A. 367 HEALTH AND SECURITY PLAN BOT |
ANCHORAGE AK |
| 454 |
| $19.3M |
| $907K |
| 4 | IBEW LOCAL UNION 306 IBEW LOCAL UNION 306 SUPPLEMENTAL HEALTH BENEFIT F | CANFIELD OH | 2,508 | $10.3M | $633K |
| 5 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $155K |
| 6 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $80K |
| 7 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $64K |
| 8 | NETWORK FUNDING, L.P. NETWORK FUNDING, L.P. SAFE HARBOR 401(K) PLAN | HOUSTON TX | 262 | $32.6M | $39K |
| 9 | CONNECTICUT EDUCATION ASSOCIATION, INC. CT EDUCATION ASSN HEALTH AND WELFARE BENEFITS PLAN | HARTFORD CT | 73 | $20.0M | $24K |
| 10 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $21K |
