Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Dividend Appreciation Index Adm in their Schedule of Assets, totaling $2.9M 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 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $917K |
| 2 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $704K |
| 3 | BOLTON VETERINARY HOSPITAL, P.C. |
BOLTON CT |
| 93 |
| $12.0M |
| $587K |
| 4 | TRIDENT TRUST COMPANY (SOUTH DAKOTA) INC. TRIDENT FUND SERVICES, INC.401(K) PLAN | SIOUX FALLS SD | 112 | $6.9M | $235K |
| 5 | TOMS SHOES, LLC TOMS 401(K) PLAN | CULVER CITY CA | 130 | $21.5M | $181K |
| 6 | NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST | INDIANAPOLIS IN | 2,027 | $3.1M | $158K |
| 7 | MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION MERCED SCHOOL EMPLOYEES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MERCED CA | 100 | $14.3M | $67K |
| 8 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $7K |
