Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Vanguard Dividend Growth-Inv in their Schedule of Assets, totaling $59.7M 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 | UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UPPER CHESAPEAKE HEALTH 403(B) SAVINGS PLAN | BEL AIR MD | 2,770 | $296.2M | $19.9M |
| 2 | ITOCHU INTERNATIONAL INC. ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN | NEW YORK NY | 390 | $175.8M | $9.3M |
| 3 | EASTMAN & SMITH LTD. |
TOLEDO OH |
| 119 |
| $106.2M |
| $6.0M |
| 4 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $5.0M |
| 5 | HERITAGE COMMERCE CORP HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | SAN JOSE CA | 343 | $87.1M | $4.3M |
| 6 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $2.7M |
| 7 | MCP SERVICES, INC. MCP SERVICES, INC. 401(K) PROFIT SHARING PLAN | CORONA CA | 361 | $22.1M | $2.3M |
| 8 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $2.3M |
| 9 | SPRINGSIDE CHESTNUT HILL ACADEMY SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 249 | $88.4M | $1.3M |
| 10 | ADVOCATES FOR BASIC LEGAL EQUALITY INC ADVOCATES FOR BASIC LEGAL EQUALITY, INC. AND LEGAL AID OF WESTERN OHIO, INC. RETIREMENT SAVINGS PLAN | TOLEDO OH | 149 | $18.8M | $951K |
