Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard High Dividend Yield Index Adm Mutual Funds in their Schedule of Assets, totaling $341K 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 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $135K |
| 2 | BOLD ORANGE COMPANY, LLC BOLD ORANGE 401(K) PLAN | MINNEAPOLIS MN | 125 | $10.2M | $109K |
| 3 | BESTWAY RENTAL, INC. BESTWAY RENTAL, INC. 401(K) PLAN |
RICHARDSON TX |
| 250 |
| $8.7M |
| $73K |
| 4 | AIM LEASING COMPANY, INC. AIM LEASING COMPANY, INC. 401(K) PLAN | GIRARD OH | 947 | $32.1M | $23K |