Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Dividend Growth Fund Investor Shares Mutual fund # in their Schedule of Assets, totaling $91.8M 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 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL 401(K) SAVINGS PLAN | MERRIFIELD VA | 24,775 | $3.2B | $71.3M |
| 2 | MASSACHUSETTS MEDICAL SOCIETY MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN | WALTHAM MA | 134 | $140.9M | $6.2M |
| 3 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN |
SAN JOSE CA |
| 1,718 |
| $144.4M |
| $2.8M |
| 4 | CLEARWAY ENERGY GROUP LLC CLEARWAY ENERGY GROUP LLC EMPLOYEE SAVINGS PLAN | SAN FRANCISCO CA | 892 | $151.2M | $2.8M |
| 5 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN | EVANSTON IL | 202 | $85.4M | $2.5M |
| 6 | FUND FOR THE PUBLIC INTEREST, INC. PUBLIC INTEREST RESEARCH GROUP 401(K) PLAN | BOSTON MA | 179 | $37.8M | $1.8M |
| 7 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $1.4M |
| 8 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $1.1M |
| 9 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $946K |
| 10 | OTTAWA BANCSHARES, INC. OTTAWA BANCSHARES, INC. PROFIT SHARING PLAN | SALINA KS | 182 | $27.4M | $388K |
