Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard FTSE Social Index Mutual fund in their Schedule of Assets, totaling $23.2M 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 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN | BELLEVUE WA | 862 | $228.5M | $5.8M |
| 2 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $5.2M |
| 3 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SEATTLE WA |
| 2,992 |
| $1.1B |
| $5.1M |
| 4 | BNIM ARCHITECTS INC. BNIM ARCHITECTS INC. PROFIT SHARING PLAN | KANSAS CITY MO | 75 | $17.2M | $1.3M |
| 5 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN | WILTON CT | 493 | $112.6M | $1.2M |
| 6 | TAVISTOCK CORPORATION TAVISTOCK 401(K) PLAN | WINDERMERE FL | 667 | $43.0M | $798K |
| 7 | JOBS FOR THE FUTURE, INC. JOBS FOR THE FUTURE, INC. RETIREMENT PLAN | BOSTON MA | 166 | $49.9M | $645K |
| 8 | SEATTLE HOCKEY PARTNERS LLC SEATTLE HOCKEY PARTNERS LLC 401(K) PLAN | SEATTLE WA | 287 | $10.9M | $555K |
| 9 | DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD KS | 596 | $57.7M | $484K |
| 10 | BRR ARCHITECTURE, INC. BRR ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN | WEST DES MOINES IA | 294 | $40.8M | $484K |
