Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard FTSE Social Index Fund Adm Mutual fund in their Schedule of Assets, totaling $8.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $7.0M |
| 2 | THE WILLIAM AND FLORA HEWLETT FOUNDATION THE WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN | MENLO PARK CA | 134 | $111.1M | $1.4M |
| 3 | BILLUPS, LLC BILLUPS 401(K) PLAN |
NEW YORK NY |
| 132 |
| $11.1M |
| $101K |
| 4 | 1STDIBS.COM, INC. 1STDIBS.COM, INC. 401(K) PLAN | NEW YORK NY | 220 | $18.2M | $61K |
| 5 | ELEVATION SOLAR LLC ELEVATION SOLAR 401(K) PLAN | CHANDLER AZ | 122 | $2.5M | $48K |
| 6 | MAQ, LLC DBA MAQ SOFTWARE MAQ, LLC DBA MAQ SOFTWARE 401(K) PLAN | REDMOND WA | 132 | $8.0M | $45K |
