Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Vanguard Dividend Appreciation Index Fund Admiral Shares in their Schedule of Assets, totaling $7.8M 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 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,763 | $355.1M | $7.6M |
| 2 | ENGINEERING PARTNERS INC ENGINEERING PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 152 | $11.7M | $85K |
| 3 | VENDASTA USA INC. |
SAN FRANCISCO CA |
| 74 |
| $12.6M |
| $61K |
| 4 | BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA FL | 427 | $9.6M | $27K |
| 5 | ESIMPLICITY, INC ESIMPLICITY 401(K) PLAN | SILVER SPRING MD | 234 | $12.0M | $20K |
| 6 | ALTANA TECHNOLOGIES, INC ALTANA TECHNOLOGIES 401(K) PLAN | BROOKLYN NY | 165 | $4.6M | $6K |
