Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Vanguard FTSE Social Index Fund Investor Shares in their Schedule of Assets, totaling $1.2M 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 | CATE SCHOOL CORPORATION CATE SCHOOL CORPORATION PROFIT SHARING PLAN | CARPINTERIA CA | 128 | $19.0M | $1.2M |
