Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group FTSE Social Index Admiral in their Schedule of Assets, totaling $27K 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 | LITHIC, INC. PAY WITH PRIVACY 401(K) PLAN | NEW YORK NY | 107 | $6.3M | $9K |
| 2 | KLIENTBOOST PERFORMANCE KLIENTBOOST PERFORMANCE 401(K) PLAN | COSTA MESA CA | 60 | $5.1M | $8K |
| 3 | UPKEEP TECHNOLOGIES, INC UPKEEP TECHNOLOGIES, INC 401(K) PLAN |
LOS ANGELES CA |
| 102 |
| $3.2M |
| $5K |
| 4 | LINQIA INC. LINQIA 401(K) PLAN | SAN FRANCISCO CA | 76 | $4.3M | $3K |
| 5 | OBJECT ORIENTED PARTNERS, LLC OBJECT ORIENTED PARTNERS, LLC 401(K) PLAN | NEWARK CA | 112 | $415K | $1K |
