Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard FTSE Social Index Fund Institutional Shares Mutual fund in their Schedule of Assets, totaling $1.9B 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE 401(K) RETIREMENT PLAN | OAKLAND CA | 155,687 | $22.5B | $791.5M |
| 2 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 80,148 | $13.8B | $468.0M |
| 3 | COMMONSPIRIT HEALTH |
ERLANGER KY |
| 91,977 |
| $8.8B |
| $183.2M |
| 4 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | OAKLAND CA | 37,423 | $5.7B | $167.4M |
| 5 | ADOBE INC. ADOBE INC. 401(K) RETIREMENT SAVINGS PLAN | SAN JOSE CA | 15,199 | $5.0B | $79.8M |
| 6 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $59.9M |
| 7 | SLALOM, INC. SLALOM 401(K) PLAN | SEATTLE WA | 8,341 | $1.6B | $40.2M |
| 8 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS | OAKLAND CA | 13,315 | $833.4M | $27.5M |
| 9 | GILEAD SCIENCES, INC. GILEAD SCIENCES 401(K) PLAN | FOSTER CITY CA | 10,903 | $4.3B | $24.9M |
| 10 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 5,150 | $1.2B | $24.7M |
