Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard FTSE Social Index Adm Registered investment company in their Schedule of Assets, totaling $13.1M 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 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $5.4M |
| 2 | SKIDMORE COLLEGE SKIDMORE 403(B) RETIREMENT PLAN | SARATOGA SPRINGS NY | 1,752 | $368.4M | $3.7M |
| 3 | ARIAT INTERNATIONAL, INC. ARIAT INTERNATIONAL 401(K) PLAN |
SAN LEANDRO CA |
| 1,036 |
| $99.0M |
| $711K |
| 4 | JEWISH FAMILY AND CHILDREN'S SERVICES JEWISH FAMILY AND CHILDREN'S SERVICES 403(B) PLAN | SAN FRANCISCO CA | 677 | $34.9M | $622K |
| 5 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $459K |
| 6 | ROYAL CREDIT UNION ROYAL CREDIT UNION 401(K) PLAN | EAU CLAIRE WI | 835 | $101.3M | $447K |
| 7 | REFLEXION MEDICAL REFLEXION MEDICAL RETIREMENT TRUST | HAYWARD CA | 251 | $30.9M | $373K |
| 8 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $335K |
| 9 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $285K |
| 10 | WASHINGTON EMERGENCY CARE PHYSICIANS, INC., P.S. WASHINGTON EMERGENCY CARE PHYSICIANS 401(K) PROFIT SHARING PLAN | TACOMA WA | 216 | $52.3M | $224K |
