Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard FTSE Social Index Registered investment company in their Schedule of Assets, totaling $34.0M 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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $32.1M |
| 2 | TEIKAMETRICS, INC. TEIKAMETRICS 401(K) PLAN | BOSTON MA | 97 | $8.6M | $1.4M |
| 3 | PEOPLES BANCORP PEOPLES BANK SALARY INVESTMENT & PROFIT SHARING PLAN |
BELLINGHAM WA |
| 430 |
| $71.7M |
| $516K |
| 4 | OUTDOOR RESEARCH, LLC OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 286 | $12.8M | $43K |
| 5 | DARI-MART STORES, INC. DARI-MART STORES, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | JUNCTION CITY OR | 169 | $8.9M | $3K |
