Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Vanguard Ftse Social Index Adm in their Schedule of Assets, totaling $26.1M 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 | INSTITUTIONAL SHAREHOLDER SERVICES INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 752 | $190.8M | $4.6M |
| 2 | REWORLD PROJECTS, LLC REWORLD SAVINGS PLAN | MORRISTOWN NJ | 4,157 | $947.7M | $4.1M |
| 3 | FORDHAM UNIVERSITY FORDHAM UNIVERSITY RETIREMENT PLAN |
BRONX NY |
| 3,617 |
| $1.7B |
| $3.0M |
| 4 | NEW BALANCE ATHLETICS, INC. NEW BALANCE ATHLETICS EMPLOYEE SAVINGS AND SECURITY PLAN | BOSTON MA | 4,704 | $492.8M | $2.8M |
| 5 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $1.8M |
| 6 | MERSEN USA HOLDING CORP. RETIREMENT SAVINGS PLAN FOR THE EMPLOYEES OF MERSEN USA | BOONTON NJ | 1,089 | $159.7M | $1.2M |
| 7 | CENTURY ALUMINUM COMPANY CENTURY ALUMINUM 401(K) PLAN | CHICAGO IL | 1,434 | $149.7M | $1.1M |
| 8 | ABINGTON MEMORIAL HOSPITAL ABINGTON MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,119 | $382.7M | $1.1M |
| 9 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $795K |
| 10 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $676K |