Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Vanguard FTSE Social Index Admiral - in their Schedule of Assets, totaling $39.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $5.9M |
| 2 | MDRC MDRC SAVINGS PLAN | NEW YORK NY | 333 | $64.8M | $3.3M |
| 3 | MARY KAY INC. MARY KAY INC. PROFIT SHARING AND 401(K) PLAN |
| 1,459 |
| $792.7M |
| $3.3M |
| 4 | AMY'S KITCHEN, INC. AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN | PETALUMA CA | 2,037 | $158.8M | $3.2M |
| 5 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $2.9M |
| 6 | COMPUTACENTER UNITED STATES INC. COMPUTACENTER 401(K) PLAN | WESTWOOD MA | 1,608 | $177.1M | $2.5M |
| 7 | ROTARY INTERNATIONAL ROTARY INTERNATIONAL 401(K) PLAN | EVANSTON IL | 588 | $170.4M | $2.4M |
| 8 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 2,040 | $116.1M | $2.1M |
| 9 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $2.0M |
| 10 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $1.6M |
