Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Dividend Appreciation Index Fund - in their Schedule of Assets, totaling $11.5M 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 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $8.5M |
| 2 | LIFEWORKS (US) LTD. LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN | ATLANTA GA | 1,154 | $98.9M | $1.8M |
| 3 | NEPHROPATHOLOGY ASSOCIATES PLC D/B/A ARKANA LABORATORIES |
LITTLE ROCK AR |
| 197 |
| $19.4M |
| $482K |
| 4 | INNOVATIVE DEFENSE TECHNOLOGIES, IDT 401(K) PLAN | ARLINGTON VA | 408 | $66.4M | $265K |
| 5 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $112K |
| 6 | OMEGA ENTERPRISES, INC. AND SUBSIDIARIES OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN | KAUKAUNA WI | 164 | $46.7M | $75K |
| 7 | NAPPA ELECTRICAL CONTRACTORS NAPPA ELECTRICAL CONTRACTORS 401(K) RETIREMENT PLAN | BILLERICA MA | 151 | $5.8M | $67K |
| 8 | AL VENTURE, LLC ANGELLIST RETIREMENT PLAN | SAN FRANCISCO CA | 143 | $15.1M | $51K |
| 9 | WESLEYAN UNIVERSITY WESLEYAN UNIVERSITY RETIREMENT PLAN | MIDDLETOWN CT | 1,866 | $688.1M | $40K |
| 10 | SCIPHER MEDICINE SCIPHER MEDICINE 401(K) PLAN | WALTHAM MA | 43 | $5.2M | $27K |
