Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard High Dividend Yield Index Fund Admiral Shares in their Schedule of Assets, totaling $22.9M 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 | UNITED BANKSHARES, INC. UNITED BANKSHARES, INC. PENSION PLAN | PARKERSBURG WV | 259 | $183.0M | $11.6M |
| 2 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN | NEW YORK NY | 1,342 | $719.2M | $9.6M |
| 3 | BALLET MAKERS INC. BALLET MAKERS, INC. SALARY REDUCTION 401(K) PLAN |
TOTOWA NJ |
| 121 |
| $12.6M |
| $1.0M |
| 4 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $565K |
| 5 | WATCHTOWER TECHNOLOGIES, INC. WATCHTOWER TECHNOLOGIES 401(K) PLAN | CHICAGO IL | 125 | $4.8M | $21K |
| 6 | CENSYS CENSYS 401(K) PLAN | ANN ARBOR MI | 149 | $8.2M | $20K |
| 7 | BRIGHTSIDE BENEFIT INC. BRIGHTSIDE BENEFIT INC. 401(K) PLAN | CHANDLER AZ | 229 | $6.4M | $12K |
| 8 | HOUND TECHNOLOGY, INC HOUND TECHNOLOGY, INC 401(K) PLAN | SAN FRANCISCO CA | 186 | $11.0M | $8K |
| 9 | MONTE CARLO DATA MONTE CARLO DATA 401(K) PLAN | SAN FRANCISCO CA | 150 | $9.6M | $7K |
| 10 | POINT DIGITAL FINANCE, INC. POINT DIGITAL FINANCE 401(K) PLAN | PALO ALTO CA | 165 | $10.6M | $3K |
