Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Dividend Growth Mutual fund in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION KU ENDOWMENT ASSOCIATION EMPLOYEES 401(K) PLAN | LAWRENCE KS | 182 | $32.7M | $543K |
| 2 | MILESTONE SERVICES COMPANY, LLC MILESTONE RETIREMENT PLAN | ST. CHARLES MO | 191 | $23.1M | $529K |
| 3 | CHEMUNG CANAL TRUST COMPANY CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLAN |
ELMIRA NY |
| 342 |
| $64.3M |
| $471K |
| 4 | DRIESSEN WATER, INC. DRIESSEN WATER, INC. 401(K) PLAN | OWATONNA MN | 280 | $13.1M | $347K |
| 5 | SUPPLY NEW ENGLAND, INC. SUPPLY NEW ENGLAND, INC. EMPLOYEE RETIREMENT TRUST PLAN | ATTLEBORO MA | 150 | $14.2M | $296K |
| 6 | SCHOOLS FOR CHILDREN, INC. SCHOOLS FOR CHILDREN, INC. 403(B) RETIREMENT PLAN | WINCHESTER MA | 170 | $23.8M | $224K |
| 7 | P.P.E.P., INC. P.P.E.P. & AFFILIATES 401(K) PLAN | TUCSON AZ | 350 | $4.0M | $217K |
| 8 | CIVIL DESIGN, INC. CDI 401(K) PLAN | ST. LOUIS MO | 144 | $12.2M | $63K |
| 9 | TABLETOP MEDIA LLC DBA ZIOSK ZIOSK RETIREMENT PLAN | PLANO TX | 122 | $10.1M | $58K |
| 10 | KIPP TEAM AND FAMILY SCHOOLS, INC. KIPP TEAM AND FAMILY SCHOOLS, INC. 403(B) PLAN | NEWARK NJ | 120 | $20.8M | $34K |
