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 N/A in their Schedule of Assets, totaling $2.6M 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 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN | HARRISBURG PA | 7,231 | $521.1M | $1.5M |
| 2 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 401(K) PLAN | HARRISBURG PA | 1,089 | $80.6M | $847K |
| 3 | RFE/RL, INC. RFE/RL, INC. US RETIREMENT SAVINGS PLAN |
WASHINGTON DC |
| 165 |
| $58.5M |
| $228K |
| 4 | MOVEON.ORG MOVEON.ORG CIVIC ACTION 401(K) PROFIT SHARING AND TRUST | BEAVERTON OR | 72 | $9.5M | $91K |