Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TIAA-CREF Vanguard FTSE Social Index Adm in their Schedule of Assets, totaling $13K 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 | WILLIAM PENN UNIVERSITY WILLIAM PENN UNIVERSITY 403(B) DC PLAN | OSKALOOSA IA | 165 | $28.2M | $13K |
