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 Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN | SANTA MONICA CA | 459 | $95.7M | $1.3M |
| 2 | THE CENTERS FOR ADVANCED ENT CARE, LLC THE CENTERS FOR ADVANCED ENT CARE, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 0 | $16.8M | $475K |
| 3 | MARE ISLAND DRY DOCK LLC MIDD 401(K) PLAN |
VALLEJO CA |
| 58 |
| $6.2M |
| $161K |
| 4 | THE MCGREGOR FOUNDATION THE MCGREGOR RETIREMENT SAVINGS PLAN | CLEVELAND OH | 521 | $8.2M | $136K |
| 5 | WESLEY WOODS SENIOR LIVING WESLEY WOODS SENIOR LIVING 403(B) PLAN | ATLANTA GA | 181 | $6.4M | $28K |
| 6 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $28K |
| 7 | APPLIED INTUITION, INC. APPLIED INTUITION 401(K) PLAN | MOUNTAIN VIEW CA | 595 | $42.0M | $26K |
| 8 | LEHIGH VALLEY RESTAURANT GROUP, INC LVRG/LVMS 401(K) PLAN | ALLENTOWN PA | 144 | $2.1M | $26K |
| 9 | SAMCART SAMCART 401(K) PLAN | FULTON MD | 59 | $3.4M | $11K |
| 10 | PACIFIC PSYCHOTHERAPY TECHNOLOGIES PACIFIC PSYCHOTHERAPY TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 139 | $5.3M | $8K |
