Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Dividend Appreciation Index Fund Admiral Mutual fund in their Schedule of Assets, totaling $1.4M 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 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $892K |
| 2 | REMOTE TECHNOLOGY SERVICES INC. REMOTE TECHNOLOGY 401(K) PLAN | SAN FRANCISCO CA | 1,396 | $50.0M | $210K |
| 3 | GLOOKO, INC. GLOOKO 401(K) PLAN | PALO ALTO |
| 84 |
| $9.3M |
| $124K |
| 4 | LIGHTSOURCE RENEWABLE ENERGY US, LLC LIGHTSOURCE RENEWABLE ENERGY US LLC 401(K) PLAN | SAN FRANCISCO CA | 279 | $26.8M | $113K |
| 5 | GUIDELINE, INC. GUIDELINE 401(K) PLAN | BURLINGAME CA | 398 | $35.2M | $55K |
| 6 | LEVEL, INC. LEVEL 401(K) PLAN | NEW YORK NY | 135 | $5.3M | $19K |
| 7 | COSMETIC PHYSICIAN PARTNERS LLC COSMETIC PHYSICIAN PARTNERS LLC 401(K) PLAN | DALLAS TX | 429 | $11.5M | $14K |
| 8 | INFRAWARE, INC. INFRAWARE 401(K) PLAN | TERRE HAUTE IN | 117 | $2.8M | $6K |
| 9 | WAYSIDE PUBLISHING WAYSIDE PUBLISHING 401(K) PLAN | FREEPORT ME | 116 | $4.2M | $5K |