Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Vanguard Ftse Social Index Fund Admiral in their Schedule of Assets, totaling $35.4M 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 | THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS ASPCA 401(K) RETIREMENT PLAN | NEW YORK NY | 1,191 | $164.0M | $5.6M |
| 2 | AMADEUS NORTH AMERICA, INC. AMADEUS NORTH AMERICA, INC. 401K PLAN | MIAMI FL | 2,216 | $484.9M | $4.5M |
| 3 | SCHRODINGER, INC. |
PORTLAND OR |
| 652 |
| $134.5M |
| $2.9M |
| 4 | NEW SEASONS MARKET LLC NEW SEASONS MARKET LLC 401(K) PLAN | PORTLAND OR | 2,515 | $69.5M | $2.7M |
| 5 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $2.1M |
| 6 | KOOTENAI CLINIC, LLC KOOTENAI HEALTH 403(B) PLAN | COEUR D ALENE ID | 4,205 | $79.9M | $2.0M |
| 7 | MDRC MDRC PENSION PLAN | NEW YORK NY | 306 | $46.6M | $1.9M |
| 8 | SOUND FAMILY MEDICINE SOUND FAMILY MEDICINE 401(K) PLAN | PUYALLUP WA | 219 | $20.7M | $1.8M |
| 9 | MUFG FUND SERVICES (USA) LLC MUFG FUND SERVICES (USA) LLC 401(K) PLAN | NEW YORK NY | 558 | $59.0M | $1.5M |
| 10 | SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON WI | 206 | $110.1M | $1.3M |