Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Dividend Growth Inv Registered investment company 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 | VISALIA MEDICAL CLINIC, INC. VISALIA MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | VISALIA CA | 54 | $89.4M | $8.3M |
| 2 | GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST. PETERSBURG FL | 354 | $42.8M | $3.2M |
| 3 | GENOMATICA, INC. |
SAN DIEGO CA |
| 88 |
| $21.7M |
| $835K |
| 4 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | GAINESVILLE GA | 369 | $67.5M | $633K |
| 5 | FIOR DI SOLE, LLC FIOR DI SOLE, LLC 401(K) PROFIT SHARING PLAN | NAPA CA | 200 | $5.2M | $43K |
