Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard FTSE Social Instl Registered Investment Company in their Schedule of Assets, totaling $207.1M 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 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP MASTER TRUST | PASADENA CA | — | $8.8B | $164.4M |
| 2 | ZILLOW GROUP, INC. ZILLOW GROUP 401(K) PLAN | SEATTLE WA | 6,441 | $849.8M | $21.9M |
| 3 | PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 1,817 |
| $414.4M |
| $12.1M |
| 4 | RIVERBED TECHNOLOGY LLC RIVERBED TECHNOLOGY LLC 401(K) PLAN | REDWOOD CITY CA | 534 | $270.9M | $7.0M |
| 5 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG | PASADENA CA | 6,474 | $899.2M | $1.7M |
