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 Mutual fund in their Schedule of Assets, totaling $315K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIVELY. INC. LIVELY, INC. | SAN FRANCISCO CA | 152 | $9.0M | $251K |
| 2 | SOUND AGRICULTURE COMPANY SOUND AGRICULTURE 401(K) PLAN | EMERYVILLE CA | 73 | $6.9M | $52K |
| 3 | MODERN TREASURY CORP. MODERN TREASURY 401(K) PLAN | SAN FRANCISCO CA |
| 176 |
| $9.4M |
| $7K |
| 4 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $4K |
