Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard High Dividend Yield Index Adm Vanguard 0 in their Schedule of Assets, totaling $12.2M 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 | ROCKWELL ARCHITECTURE, PLANNING AND DESIGN, P.C. ROCKWELL ARCHITECTURE, PLANNING & DESIGN, P.C. 401(K) SAVINGS PLAN | NEW YORK NY | 288 | $39.4M | $2.5M |
| 2 | CTR MANAGEMENT, INC CTR MANAGEMENT, INC 401(K) PLAN & TRUST | BALTIMORE MD | 154 | $10.6M | $1.9M |
| 3 | SOLUTIONPOINT INTERNATIONAL, INC. |
NEW YORK NY |
| 226 |
| $45.9M |
| $1.5M |
| 4 | SILVER PINE MEDICAL GROUP, PLC SILVER PINE MEDICAL GROUP RETIREMENT PLAN | STERLING HEIGHTS MI | 153 | $18.7M | $1.3M |
| 5 | GOULSTON TECHNOLOGIES, INC. GOULSTON TECHNOLOGIES, INC 401(K) & DEFINED CTBN RETIREMENT SVGS PLAN | MONROE NC | 115 | $31.0M | $1.1M |
| 6 | INFOWORKS, INC. INFOWORKS 401(K) PLAN | NASHVILLE TN | 89 | $14.7M | $739K |
| 7 | INVENTEC DISTRIBUTION (NORTH AMERICA) CORP. INVENTEC 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 80 | $26.0M | $711K |
| 8 | URBAN STRATEGIES, LLC URBAN STRATEGIES LLC 401(K) PLAN | ARLINGTON VA | 623 | $4.0M | $340K |
| 9 | STATACORP LLC STATACORP LLC 401(K) PLAN | COLLEGE STATION TX | 148 | $43.0M | $237K |
| 10 | IHRC, INC. IHRC, INC. 401(K) PLAN | ATLANTA GA | 26 | $10.6M | $233K |