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 Investor Shares in their Schedule of Assets, totaling $206.1M 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 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $122.1M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $52.7M |
| 3 | TRUSTEES OF THE UNIV. OF PENN |
PHILADELPHIA PA |
| 45,420 |
| $3.6B |
| $24.5M |
| 4 | SUTTER EAST BAY MEDICAL GROUP, INC. SEBMG 401K PROFIT-SHARE PLAN | EMERYVILLE CA | 505 | $244.0M | $6.0M |
| 5 | ALVERNO PROVENA HOSPITAL LABORATORIES, INC. ALVERNO PROVENA HOSPITAL LABORATORIES, INC. RETIREMENT SAVINGS PLAN | HAMMOND IN | 2,577 | $139.7M | $816K |
| 6 | EXELTIS USA INC EXELTIS USA 401(K) PLAN | FLORHAM PARK NJ | 162 | $15.8M | $28K |
