Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Dividend Appreciation ETF Exchange-traded fund in their Schedule of Assets, totaling $86K 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 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $26K |
| 2 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $19K |
| 3 | MEETUP LLC MEETUP LLC 401(K) PLAN |
| 12 |
| $4.0M |
| $15K |
| 4 | SKILLSHARE, INC. SKILLSHARE, INC. 401(K) PLAN | NEW YORK NY | 35 | $9.6M | $11K |
| 5 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $7K |
| 6 | DYNAMO SOFTWARE, INC. DYNAMO SOFTWARE INC 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN MA | 143 | $16.7M | $5K |
| 7 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $3K |
