Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Hi Div Yld Idx Adm Fd in their Schedule of Assets, totaling $29.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $28.2M |
| 2 | BOARD OF TRUSTEES OF THE UGSAO RETIREMENT PLAN UGSOA RETIREMENT PLAN | EAST WAREHAM MA | 2,443 | $29.5M | $393K |
| 3 | ABRAMS FENSTERMAN, LLP |
LAKE SUCCESS NY |
| 295 |
| $21.2M |
| $277K |
| 4 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $258K |
| 5 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $185K |
| 6 | BOHEMIA INTERACTIVE SIMULATIONS, INC. BOHEMIA INTERACTIVE SIMULATIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 114 | $12.7M | $124K |
| 7 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $6K |
