Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding VANGUARD FTSE SOCIAL IDX ADM Registered Investment Company in their Schedule of Assets, totaling $21.7M 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 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $8.5M |
| 2 | EXTREME NETWORKS, INC. EXTREME NETWORKS 401(K) PLAN | MORRISVILLE NC | 1,211 | $272.2M | $4.3M |
| 3 | SPECTRUM HEALTHCARE PARTNERS, P.A. SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN |
SOUTH PORTLAND ME |
| 489 |
| $359.7M |
| $4.0M |
| 4 | FAIRBANKS MORSE, LLC FAIRBANKS MORSE RETIREMENT SAVINGS PLAN | BELOIT WI | 1,215 | $112.7M | $1.5M |
| 5 | PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN | SEATTLE WA | 495 | $34.9M | $1.2M |
| 6 | THE SSI GROUP, LLC. THE SSI GROUP, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN | MOBILE AL | 327 | $69.1M | $954K |
| 7 | OT TECHNOLOGY, INC. ONETRUST 401(K) PLAN | ATLANTA GA | 989 | $68.9M | $679K |
| 8 | ADYEN N.V. ADYEN N.V. 401(K) PLAN | SAN FRANCISCO CA | 736 | $50.6M | $472K |
| 9 | DIRECTORS GUILD OF AMERICA, INC. DIRECTORS GUILD OF AMERICA, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 206 | $39.8M | $180K |
