Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Balanced ESG Fund I1 Common Collective Trust in their Schedule of Assets, totaling $41K 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 | GENNEXT MEDIA, INC. SUREFIRE LOCAL 401K PLAN | VIENNA VA | 142 | $2.5M | $41K |
