Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Ftse Social Index Admiral Mutual fund N/A in their Schedule of Assets, totaling $3.6M 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 | HAMMEL, GREEN AND ABRAHAMSON, INC. HGA 401K SAVINGS PLAN | MINNEAPOLIS MN | 1,080 | $259.8M | $1.8M |
| 2 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN | WINONA MN | 937 | $96.7M | $1.4M |
| 3 | ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC 401(K) RETIREMENT PLAN |
RALEIGH NC |
| 176 |
| $14.3M |
| $193K |
| 4 | INLAND LABEL & MARKETING SERVICES, LLC INLAND LABEL & MARKETING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | LA CROSSE WI | 369 | $53.5M | $100K |
| 5 | GLOBAL COMMUNITIES GLOBAL COMMUNITIES 401(K) PROFIT SHARING PLAN | BETHESDA MD | 174 | $42.7M | $82K |
| 6 | STATE COLLECTION SERVICE, INC. STATE COLLECTION SERVICE, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 517 | $21.4M | $24K |
| 7 | COMMUNITY HOSPITAL ASSOC INC WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | WICKENBURG AZ | 269 | $6.4M | $11K |
| 8 | MOSES LAKE INDUSTRIES MOSES LAKE INDUSTRIES 401K PLAN | MOSES LAKE WA | 490 | $48.4M | $1K |