Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Van Ftse Soc Idx Adm Mutual Fund in their Schedule of Assets, totaling $7.1M 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 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $2.8M |
| 2 | WALTON ENTERPRISES, LLC RETIREMENT ACCESS PLAN | BENTONVILLE AR | 554 | $108.9M | $2.0M |
| 3 | NATERA NATERA 401(K) PLAN | SAN CARLOS CA | 4,461 |
| $301.4M |
| $632K |
| 4 | QUESTOR CORP QUESTOR 401(K) PLAN | RENO NV | 49 | $23.0M | $623K |
| 5 | AVIDXCHANGE, INC. AVIDXCHANGE, INC. 401(K) PLAN | CHARLOTTE NC | 1,771 | $120.5M | $335K |
| 6 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $334K |
| 7 | ALL.HEALTH, INC. ALL.HEALTH, INC. 401K PLAN | SAN FRANCISCO CA | 38 | $8.0M | $168K |
| 8 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $162K |
| 9 | PLANNED PARENTHOOD OF GREATER OHIO PPFA RETIREMENT PLAN | AKRON OH | 231 | $13.6M | $57K |