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 Fund Admiral Shares in their Schedule of Assets, totaling $304K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOLLYTOGS, LTD. LT APPAREL GROUP 401(K) PLAN | HOLMDEL NJ | 320 | $31.5M | $150K |
| 2 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $112K |
| 3 | BLUE WATER THINKING, LLC BLUE WATER THINKING 401(K) PLAN |
MCLEAN VA |
| 161 |
| $5.0M |
| $42K |