Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard FTSE Social Index in their Schedule of Assets, totaling $18.6M 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 | WHITE & CASE, LLP SAVINGS AND INVESTMENT 401(K) PLAN OF WHITE & CASE LLP | NEW YORK NY | 2,147 | $1.1B | $8.2M |
| 2 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN | ST. PAUL MN | 2,605 | $459.7M | $7.5M |
| 3 | TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. |
NEWPORT NEWS VA |
| 1,105 |
| $168.9M |
| $1.6M |
| 4 | AMERICAN PHYSICAL SOCIETY AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | COLLEGE PARK MD | 359 | $142.7M | $657K |
| 5 | ERIKSON INSTITUTE ERIKSON INSTITUTE DC RETIREMENT PLAN | CHICAGO IL | 230 | $43.3M | $508K |
| 6 | PRECIS ENGINEERING, INC. PRECIS ENGINEERING, INC. 401(K) PLAN | AMBLER PA | 139 | $15.1M | $99K |
| 7 | LAKEWINDS NATURAL FOODS LAKEWINDS NATURAL FOODS 401(K)/PROFIT SHARING PLAN AND TRUST | EDEN PRAIRIE MN | 298 | $7.7M | $28K |
| 8 | COTTEY COLLEGE COTTEY COLLEGE DC RETIREMENT PLAN | NEVADA MO | 238 | $31.8M | $23K |
