Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group FTSE Social Index Fund Mutual fund in their Schedule of Assets, totaling $84K 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 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $54K |
| 2 | PIONEER WORKS, INC PIONEER WORKS 401(K) PLAN | SAN FRANCISCO CA | 162 | $9.8M | $26K |
| 3 | FRIDABABY, LLC FRIDABABY 401(K) PLAN | MIAMI FL |
| 138 |
| $8.0M |
| $3K |
