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 Mutual fund a in their Schedule of Assets, totaling $341K 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 | BANNER PROPERTY MANAGEMENT, LLC BANNER PROPERTY MANAGEMENT, LLC 401(K) PLAN AND TRUST | DEERFIELD IL | 93 | $11.6M | $341K |
