Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Specialized Dividend Appreciation Index Fund Admiral Mutual Fund in their Schedule of Assets, totaling $132K 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 | FACET WEALTH, INC. FACET WEALTH, INC. 401(K) PLAN | BALTIMORE MD | 147 | $21.1M | $46K |
| 2 | NARVAR INC NARVAR 401(K) PLAN | SAN MATEO CA | 182 | $15.1M | $46K |
| 3 | SCALE AI, INC. SCALE AI 401(K) PLAN | SAN FRANCISCO CA | 918 |
| $34.3M |
| $30K |
| 4 | TAPCART TAPCART 401(K) PLAN | WEST HOLLYWOOD CA | 78 | $3.2M | $10K |