Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Specialized Div Dividend Apprec Index Admiral Mutual Fund in their Schedule of Assets, totaling $33K 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 | HOMELIGHT, INC. HOMELIGHT, INC. 401(K) PLAN | SCOTTSDALE AZ | 114 | $8.5M | $20K |
| 2 | JERRY SERVICES INC. JERRY.AI 401(K) PLAN | PALO ALTO CA | 106 | $3.0M | $13K |