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/R in their Schedule of Assets, totaling $707K 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 | SMITH MICRO SOFTWARE, INC. SMITH MICRO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 91 | $33.8M | $638K |
| 2 | GERARD DANIEL WORLDWIDE GERARD DANIEL WORLDWIDE, INC. 401(K) PROFIT SHARING PLAN AND T | HANOVER PA | 269 | $10.2M | $44K |
| 3 | BOTKEEPER BOTKEEPER 401(K) PLAN |
SAINT PETERSBURG FL |
| 38 |
| $3.8M |
| $14K |
| 4 | PHDATA INC PHDATA 401(K) PLAN | MINNEAPOLIS MN | 313 | $27.4M | $10K |
