Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Vanguard FTSE Social Index Fund Institutional Shares in their Schedule of Assets, totaling $6.0M 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 | BON SECOURS MERCY HEALTH, INC. BON SECOURS MERCY HEALTH RETIREMENT SAVINGS PLAN 401 | CINCINNATI OH | 3,802 | $288.3M | $3.9M |
| 2 | BON SECOURS MERCY HEALTH, INC. MERCY HEALTH RETIREMENT SAVINGS PLAN 403B | BLUE ASH OH | 813 | $68.2M | $1.3M |
| 3 | HEALTHSPAN PARTNERS |
BLUE ASH OH |
| 22 |
| $23.1M |
| $797K |
