Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Aristotle Small/Mid Cap Equity Collective Interest Trust Class B Collective Investment Trust in their Schedule of Assets, totaling $542K 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 | ARISTOTLE CAPITAL MANAGEMENT, LLC ARISTOTLE CAPITAL MANAGEMENT, LLC 401(K) PLAN | LOS ANGELES CA | 233 | $66.3M | $542K |
