Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Vanguard Dividend Appreciation ETF in their Schedule of Assets, totaling $739K 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 | AGILE DEFENSE LLC AGILE DEFENSE LLC 401(K) PLAN | MCLEAN VA | 2,475 | $75.7M | $342K |
| 2 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $178K |
| 3 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA |
| 522 |
| $22.7M |
| $78K |
| 4 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS CA | 236 | $18.6M | $63K |
| 5 | INFLAMMATIX, INC. INFLAMMATIX, INC. 401(K) PLAN | SUNNYVALE CA | 80 | $8.1M | $31K |
| 6 | LOFT ORBITAL SOLUTIONS INC. LOFT ORBITAL SOLUTIONS 401(K) PLAN | SAN FRANCISCO CA | 189 | $6.3M | $21K |
| 7 | TAKE COMMAND INSURANCE AGENCY INC. TAKE COMMAND HEALTH 401(K) PLAN | RICHARDSON TX | 114 | $3.9M | $13K |
| 8 | MOMNT TECHNOLOGIES, INC. MOMNT TECHNOLOGIES, INC. 401(K) PLAN | ATLANTA GA | 85 | $3.7M | $6K |
| 9 | RIV DATA CORP RIV DATA CORP 401(K) PLAN | SANTA BARBARA CA | 50 | $9.5M | $4K |
| 10 | SOUTHERN DEVELOPMENT & CONSTRUCTIONS, INC SDC GROUP 401(K) PLAN | OVIEDO FL | 380 | $3.9M | $2K |
