Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Specialized Div Dividend Appreciation Index Admiral Mutual Fund in their Schedule of Assets, totaling $242K 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 | CAMUNDA INC. CAMUNDA 401(K) PLAN | SAN FRANCISCO CA | 135 | $12.7M | $63K |
| 2 | NYLAS, INC. NYLAS, INC. 401(K) PLAN | PALO ALTO CA | 50 | $7.9M | $55K |
| 3 | DSSV, INC. BRIGHTWHEEL 401(K) PLAN | SAN FRANCISCO CA | 488 | $13.8M |
| $36K |
| 4 | NEPTUNE MEDICAL NEPTUNE MEDICAL 401(K) PLAN | BURLINGAME CA | 140 | $9.2M | $30K |
| 5 | COTERIE APPLICATIONS INC. COTERIE APPLICATIONS 401(K) PLAN | APPLETON WI | 145 | $7.0M | $24K |
| 6 | CAROLINA DESIGNS REALTY, INC. CAROLINA DESIGNS REALTY 401(K) PLAN | KITTY HAWK NC | 243 | $829K | $9K |
| 7 | MARXENT LABS, LLC MARXENT LABS 401(K) PLAN | TAMPA FL | 123 | $6.8M | $8K |
| 8 | FLYR INC FLYR 401(K) PLAN | SAN FRANCISCO CA | 106 | $11.2M | $7K |
| 9 | TROVE INFORMATION TECHNOLOGIES, INC. TROVE INFORMATION TECHNOLOGIES, INC. 401(K) PLAN | SAN FRANCISCO CA | 139 | $9.2M | $6K |
| 10 | POLYGON LABS SERVICES DELAWARE INC POLYGON LABS SERVICES DELAWARE 401(K) PLAN | WEST HOLLYWOOD CA | 78 | $6.9M | $3K |
