Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard FTSE Social Index I in their Schedule of Assets, totaling $5.9M 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 | A. MORTON THOMAS AND ASSOCIATES, INC. A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN | ROCKVILLE MD | 509 | $77.8M | $2.3M |
| 2 | KS ENGINEERS, P.C. KS ENGINEERS, P.C. 401(K) RETIREMENT PLAN | NEWARK NJ | 281 | $35.8M | $1.3M |
| 3 | ERDMAN, ANTHONY HOLDING COMPANY, INC. |
ROCHESTER NY |
| 252 |
| $64.3M |
| $1.1M |
| 4 | MS CONSULTANTS, INC. MOSURE & SYRAKIS 401(K) PROFIT SHARING TRUST | COLUMBUS OH | 367 | $44.2M | $594K |
| 5 | SYNTERRA SYNTERRA 401(K) PROFIT SHARING PLAN | GREENVILLE SC | 89 | $10.9M | $354K |
| 6 | CEC CORPORATION CEC CORPORATION 401(K) PLAN | OKLAHOMA CITY OK | 254 | $17.8M | $285K |
| 7 | GAP INC. GAPSHARE PUERTO RICO PLAN | SAN FRANCISCO CA | 496 | $7.3M | $6K |
