Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard FTSE Social Index Admiral Fund in their Schedule of Assets, totaling $14.0M 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 | ADVANTAGE SALES & MARKETING, LLC ADVANTAGE 401(K) SAVINGS PLAN | CLAYTON MO | 34,861 | $764.6M | $9.4M |
| 2 | UNIVERSITIES SPACE RESEARCH ASSOCIATION UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN | WASHINGTON DC | 184 | $92.3M | $4.0M |
| 3 | SMBC MANUBANK SMBC MANUBANK SAVINGS SYSTEM |
LOS ANGELES CA |
| 889 |
| $106.4M |
| $602K |
| 4 | WISE US, INC. WISE US, INC. 401(K) PLAN | TAMPA FL | 761 | $14.8M | $61K |
