Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vgd Dividend Growth Inv Fund in their Schedule of Assets, totaling $7.6M 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 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $3.5M |
| 2 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $3.4M |
| 3 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN |
ROCKVILLE MD |
| 193 |
| $29.9M |
| $534K |
| 4 | PHARMACEUTICS INTERNATIONAL, INC. PHARMACEUTICS INTERNATIONAL, INC. 401(K) PLAN | HUNT VALLEY MD | 298 | $21.1M | $274K |