Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Vanguard FTSE Social Index Fund # in their Schedule of Assets, totaling $246.4M 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 | INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW CA | 24,200 | $3.7B | $86.5M |
| 2 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $26.6M |
| 3 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH |
EDISON NJ |
| 16,020 |
| $1.8B |
| $19.0M |
| 4 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 9,655 | $1.1B | $16.8M |
| 5 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN | LEBANON NH | 10,995 | $971.5M | $14.4M |
| 6 | TWILIO INC. TWILIO 401(K) PLAN | SAN FRANCISCO CA | 3,107 | $628.5M | $12.8M |
| 7 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $11.5M |
| 8 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 11,618 | $904.7M | $11.5M |
| 9 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' 403(B) PLAN | DURHAM NC | 1,285 | $202.4M | $4.3M |
| 10 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' PENSION PLAN | DURHAM NC | 1,192 | $257.9M | $3.8M |
