Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard FTSE Soc Idx Adm Fd Mutual Fund in their Schedule of Assets, totaling $5.6M 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 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $1.9M |
| 2 | STEINBERG HART STEINBERG HART 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 103 | $35.5M | $978K |
| 3 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN |
SPARKS MD |
| 559 |
| $68.2M |
| $875K |
| 4 | THE CONNECTICUT WATER COMPANY SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY | CLINTON CT | 319 | $61.9M | $864K |
| 5 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $583K |
| 6 | EDUCATION AFFILIATES, INC. EDUCATION AFFILIATES, INC. 401(K) PLAN | BALTIMORE MD | 1,552 | $46.7M | $348K |
