Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard FTSE Social Index Fund, Admiral Shares Mutual Fund in their Schedule of Assets, totaling $40.7M 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 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER CO | 1,259 | $1.0B | $12.4M |
| 2 | EQUINIX EQUINIX, INC. 401(K) PLAN | REDWOOD CITY CA | 4,031 | $878.1M | $7.7M |
| 3 | CLARION PARTNERS, LLC CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 320 |
| $166.8M |
| $4.6M |
| 4 | KQED INC. KQED INC. TAX SHELTERED ANNUITY PLAN | SAN FRANCISCO CA | 410 | $105.0M | $2.5M |
| 5 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $2.3M |
| 6 | DROPBOX, INC. DROPBOX 401(K) PLAN | SAN FRANCISCO CA | 1,740 | $541.6M | $1.9M |
| 7 | COGNEX CORPORATION COGNEX CORPORATION EMPLOYEE SAVINGS PLAN | NATICK MA | 981 | $259.7M | $1.7M |
| 8 | LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK CA | 6,273 | $219.3M | $1.7M |
| 9 | MONGODB, INC. MONGODB, INC. 401(K) PLAN | NEW YORK NY | 2,649 | $246.6M | $1.7M |
| 10 | AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON MA | 768 | $108.4M | $1.5M |
