Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vangrd FTSE Social Ind Fd Adm Registered Investment Company in their Schedule of Assets, totaling $9.3M 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 | CLARION PARTNERS, LLC CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 320 | $166.8M | $4.6M |
| 2 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $1.1M |
| 3 | SMITH MICRO SOFTWARE, INC. SMITH MICRO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN |
PITTSBURGH PA |
| 91 |
| $33.8M |
| $638K |
| 4 | FUNKO, LLC FUNKO 401(K) PLAN | EVERETT WA | 1,070 | $44.9M | $570K |
| 5 | ALLHEALTH NETWORK ALLHEALTH NETWORK EMPLOYEES RETIREMENT PLAN | ENGLEWOOD CO | 651 | $27.4M | $554K |
| 6 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $397K |
| 7 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $337K |
| 8 | ARBOR ACRES UNITED METHODIST ARBOR ACRES 403B PLAN | WINSTON SALEM NC | 195 | $13.5M | $306K |
| 9 | TRITECH MARKETING, LLC TRITECH MARKETING 401(K) PLAN | BURR RIDGE IL | 84 | $20.1M | $206K |
| 10 | IVEK CORPORATION IVEK CORPORATION 401(K) PLAN | N. SPRINGFIELD VT | 94 | $15.9M | $192K |
