Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Dividend Appreciation Index Fund Admiral Shares " in their Schedule of Assets, totaling $13.1M 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 | COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT TX | 1,206 | $84.9M | $6.1M |
| 2 | FARMERS NATIONAL BANK FARMERS NATIONAL BANK 401(K) PLAN | DANVILLE KY | 194 | $27.6M | $2.7M |
| 3 | CONNECTICUT EYE CONSULTANTS PC CONNECTICUT EYE CONSULTANTS PC 401(K) PROFIT SHARING PLAN & TRUST |
DANBURY CT |
| 121 |
| $30.9M |
| $1.8M |
| 4 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $887K |
| 5 | ANNUAL REVIEWS ANNUAL REVIEWS 403(B) DC PLAN | SAN MATEO CA | 92 | $53.4M | $323K |
| 6 | KINGWOOD ORLANDO REUNION RESORT,LLC KINGWOOD REUNION RESORT 401(K) PLAN | KISSIMMEE FL | 361 | $5.8M | $314K |
| 7 | ARCATECH SYSTEMS, LLC ARCATECH SYSTEMS PROFIT SHARING AND RETIREMENT PLAN | MEBANE NC | 88 | $4.5M | $170K |
| 8 | ENTERPRISE OFFSHORE DRILLING LLC ENTERPRISE OFFSHORE DRILLING 401(K) PLAN | HOUSTON TX | 407 | $15.3M | $148K |
| 9 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC ADVANCED ATOMIZATION TECHNOLOGIES SAVINGS PLAN | CLYDE NY | 342 | $47.2M | $79K |
| 10 | MACHINIFY, INC. MACHINIFY 401(K) PLAN | PALO ALTO CA | 105 | $6.2M | $66K |
