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 Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $1.7M 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 | SI-BONE, INC. SI-BONE, INC. 401(K) PLAN | SANTA CLARA CA | 329 | $35.5M | $1.3M |
| 2 | PALMAS SERVICES LLC PALMAS SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAKE BUENA VISTA FL | 261 | $4.9M | $146K |
| 3 | DV01 DV01 401(K) PLAN | NEW YORK NY |
| 116 |
| $8.4M |
| $90K |
| 4 | DOVER DODGE CHRYSLER JEEP INC DOVER DODGE CHRYSLER JEEP INC 401(K) PROFIT SHARING PLAN & TRUST | EAST HANOVER NJ | 577 | $16.1M | $70K |
| 5 | ALTRUIST CORP ALTRUIST CORP 401(K) PLAN | CULVER CITY CA | 375 | $20.0M | $61K |
| 6 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $30K |
| 7 | CHAINBRIDGE SOLUTIONS INC. CHAINBRIDGE SOLUTIONS 401(K) PLAN | FAIRFAX VA | 105 | $5.3M | $6K |
| 8 | IMPACT HOUSING US LLC IMPACT HOUSING US 401(K) PLAN | LOS ANGELES CA | 136 | $471K | $3K |
