Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard FTSE Social Index Fund Investor Shares Mutual Fund in their Schedule of Assets, totaling $9.5M 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 | THE PEW CHARITABLE TRUSTS THE PEW CHARITABLE TRUSTS SAVINGS PLAN | PHILADELPHIA PA | 1,018 | $428.2M | $9.5M |
