Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vangrd FTSE Social Ind Fd Adm in their Schedule of Assets, totaling $303K 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 | INTERIM, INCORPORATED INTERIM, INCORPORATED 403(B) PLAN | MONTEREY CA | 224 | $12.8M | $168K |
| 2 | LIFETECH RESOURCES, LLC LIFETECH RESOURCES, LLC 401(K) PROFIT SHARING PLAN | MOORPARK CA | 103 | $7.0M | $115K |
| 3 | BY APPOINTMENT ONLY BY APPOINTMENT ONLY 401K PLAN |
CHELMSFORD MA |
| 93 |
| $11.3M |
| $20K |
