Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Dividend Growth Investor Mutual fund in their Schedule of Assets, totaling $27.5M 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 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $24.9M |
| 2 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $1.4M |
| 3 | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. |
BOCA RATON FL |
| 892 |
| $25.8M |
| $845K |
| 4 | THE AZOFF COMPANY LLC THE AZOFF COMPANY 401(K) PLAN AND TRUST | LOS ANGELES CA | 273 | $20.8M | $321K |
| 5 | KESWICK MULTI-CARE CENTER, INC. KESWICK MULTI-CARE CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 252 | $17.7M | $28K |
