Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard FTSE Social Index Adm Mutual funds in their Schedule of Assets, totaling $602K 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 | ALLIANCE MEMBER SERVICES INC. ALLIANCE MEMBER SERVICES, INC. 401(K) RETIREMENT P | SANTA CRUZ CA | 137 | $33.5M | $380K |
| 2 | CHURCH WORLD SERVICE INC. CHURCH WORLD SERVICE RETIREMENT PLAN | ELKHART IN | 1,171 | $45.1M | $222K |
