Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Specialized Dividend Appreciation Index Mutual fund in their Schedule of Assets, totaling $23K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JUNIPER SQUARE, INC. JUNIPER SQUARE 401(K) PLAN | SAN FRANCISCO CA | 433 | $26.3M | $15K |
| 2 | SWORD HEALTH, INC. SWORD HEALTH 401(K) PLAN | NEW YORK NY | 208 | $5.8M | $8K |
