Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Specialized Div Dividend Apprec Index Adm in their Schedule of Assets, totaling $102K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RED CANARY INC. RED CANARY 401(K) PLAN | DENVER CO | 420 | $23.9M | $32K |
| 2 | COREWEAVE COREWEAVE 401(K) PLAN | ROSELAND NJ | 667 | $20.2M | $19K |
| 3 | COMPANYCAM INC. COMPANYCAM 401(K) PLAN | LINCOLN NE | 282 |
| $10.5M |
| $16K |
| 4 | ADONIS HEALTH INC. ADONIS HEALTH 401(K) PLAN | SAN FRANCISCO CA | 446 | $6.0M | $14K |
| 5 | LIMBLE SOLUTIONS LIMBLE SOLUTIONS 401(K) PLAN | LEHI UT | 245 | $5.2M | $14K |
| 6 | PLIANCY, INC PLIANCY 401(K) PLAN | SAN FRANCISCO CA | 89 | $6.5M | $5K |
| 7 | CANOPY TAX, INC. CANOPY TAX 401(K) PLAN | SOUTH JORDAN UT | 176 | $6.0M | $2K |
