Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Vanguard FTSE Social Index Admiral in their Schedule of Assets, totaling $10.6M 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 | WORLEY GROUP INC. WORLEY GROUP INC. 401(K) PLAN | HOUSTON TX | 5,779 | $1.4B | $10.0M |
| 2 | SCHMUESER GORDON MEYER, INC. SCHMUESER GORDON MEYER, INC. 401(K) PLAN | GLENWOOD SPRINGS CO | 116 | $23.5M | $567K |
| 3 | AMPLIFY CREDIT UNION AMPLIFY CREDIT UNION 401(K) PLAN |
AUSTIN TX |
| 210 |
| $24.2M |
| $69K |
