Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Ftse Social Index I Mutual fund in their Schedule of Assets, totaling $58.9M 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 | GAP INC. GAPSHARE 401(K) PLAN | SAN FRANCISCO CA | 68,283 | $2.6B | $40.6M |
| 2 | TIFFANY AND COMPANY TIFFANY & COMPANY EMPLOYEE P/S & RETIREMENT SAVINGS PLAN | NEW YORK NY | 5,277 | $966.1M | $7.3M |
| 3 | MEAD & HUNT, INC. MEAD & HUNT, INC. 401(K) SAVINGS PLAN |
MIDDLETON WI |
| 1,387 |
| $236.6M |
| $6.9M |
| 4 | MSA PROFESSIONAL SERVICES, INC. MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN | BARABOO WI | 459 | $91.4M | $2.3M |
| 5 | HUBBELL, ROTH, & CLARK, INC. HUBBELL ROTH & CLARK, INC. 401(K) PLAN | BLOOMFIELD HILLS MI | 296 | $61.8M | $1.2M |
| 6 | QUAD KNOPF, INC. QUAD KNOPF, INC. 401(K) SAVINGS PLAN | VISALIA CA | 140 | $23.2M | $306K |
| 7 | PBS ENGINEERING AND ENVIRONMENTAL INC. PBS 401(K) PLAN | PORTLAND OR | 269 | $30.7M | $125K |
| 8 | TRAFFIC PLANNING AND DESIGN INC. TPD 401(K) PLAN | POTTSTOWN PA | 271 | $36.4M | $115K |