Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VAN FTSE SOC IDX ADM Mutual funds in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FORD FOUNDATION FORD FOUNDATION SAVINGS PLAN | NEW YORK NY | 321 | $192.9M | $2.5M |
| 2 | MARSHALL & STERLING ENTERPRISES, INC. MARSHALL & STERLING ENTERPRISES, INC. 401(K) PLAN | POUGHKEEPSIE NY | 558 | $68.6M | $345K |
| 3 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN |
NEW YORK NY |
| 127 |
| $76.5M |
| $36K |
