Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Dividend Growth Fund Investor Shares Mutual Fund N/A in their Schedule of Assets, totaling $2.2M 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 | BOULDER ASSOCIATES, INC. BOULDER ASSOCIATES, INC. 401(K) PLAN | BOULDER CO | 236 | $36.9M | $1.5M |
| 2 | JARRETT LOGISTICS SYSTEMS, INC. JARRETT LOGISTICS SYSTEMS, INC. 401(K) PLAN | ORRVILLE OH | 264 | $9.1M | $360K |
| 3 | WCCO BELTING, INC. WCCO BELTING, INC. 401(K) PROFIT SHARING PLAN & TRUST |
WAHPETON ND |
| 304 |
| $9.7M |
| $308K |
