Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Global ESG Select Stock Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $104.1M 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE 401(K) RETIREMENT PLAN | OAKLAND CA | 155,687 | $22.5B | $49.9M |
| 2 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 80,148 | $13.8B | $33.4M |
| 3 | KAISER FOUNDATION HEALTH PLAN, INC. |
OAKLAND CA |
| 37,423 |
| $5.7B |
| $14.4M |
| 4 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS | OAKLAND CA | 13,315 | $833.4M | $1.6M |
| 5 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 5,150 | $1.2B | $1.3M |
| 6 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN | OAKLAND CA | 2,204 | $407.4M | $819K |
| 7 | CHOATE, HALL & STEWART LLP CHOATE, HALL & STEWART LLP TAX DEFERRED SAVINGS PLAN | BOSTON MA | 333 | $148.1M | $552K |
| 8 | THE PERMANENTE MEDICAL GROUP, INC. THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL RETIREMENT PLAN | OAKLAND CA | 388 | $204.8M | $517K |
| 9 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN | OAKLAND CA | 7,398 | $567.5M | $512K |
| 10 | THE PERMANENTE FEDERATION, LLC THE PERMANENTE 401(K) RETIREMENT PLAN | OAKLAND CA | 152 | $79.7M | $440K |
