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 mutual fund in their Schedule of Assets, totaling $2.8M 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 | MASTERCOOL, INC. MASTERCOOL, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN | RANDOLPH NJ | 125 | $17.3M | $1.8M |
| 2 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $977K |
| 3 | SIBYLLINE AMERICAS INC SIBYLLINE AMERICAS INC 401(K) PLAN |
NEW YORK NY |
| 291 |
| $5.2M |
| $2K |
| 4 | HOLLAND CHRISTIAN EDUCATION SOCIETY HOLLAND CHRISTIAN SCHOOLS 403(B) PLAN | HOLLAND MI | 422 | $5.8M | $2K |