Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard High Dividend yield ETF in their Schedule of Assets, totaling $21.4M 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 | ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION PENSION PLAN | LAKE ZURICH IL | 289 | $151.3M | $11.9M |
| 2 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN WELFARE FUND PIPE TRADES SERVICES MN WELFARE FUND | WHITE BEAR LAKE MN | 5,178 | $111.7M | $6.0M |
| 3 | LOCAL 2, BUILDING SERVICE EMPLOYEES & FACTORY WORKERS,USWU-IUJAT |
OZONE PARK NY |
| 271 |
| $28.1M |
| $862K |
| 4 | BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND | SEATTLE WA | 2,217 | $78.2M | $661K |
| 5 | BOARD OF TRUSTEES, CONSTRUCTION TEAMSTERS SECURITY CONSTRUCTION TEAMSTERS SECURITY FUND FOR SOUTHERN CALIFORNIA | PASADENA CA | 608 | $60.7M | $568K |
| 6 | BUILDING SERVICES LOCAL 2 BUILDING SERVICES LOCAL 2 RETIREMENT PLAN & TRUST | OZONE PARK NY | 280 | $8.6M | $301K |
| 7 | BOARD OF TRUSTEES, MULTI-UNION SECURITY TRUST FUND MULTI-UNION SECURITY TRUST FUND | PASADENA CA | 856 | $14.9M | $300K |
| 8 | THE BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS DEFINED CONTRIBUTION PL INDIANA TEAMSTERS DEFINED CONTRIBUTION PLAN | INDIANAPOLIS IN | 1,730 | $4.5M | $219K |
| 9 | HARRY WINSTON, INC. HARRY WINSTON, INC. EMPLOYEES' RETIREMENT PLAN | NEW YORK NY | 9 | $7.0M | $209K |
| 10 | FULLSTACK, INC. FULLSTACK INC. 401(K) PLAN | INDIANAPOLIS PA | 823 | $27.6M | $189K |
