Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Boston Trust Midcap Boston Trust 0 in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $3.2M |
| 2 | DOMAN TUCKER LUMBER COMPANIES DOMAN TUCKER LUMBER COMPANIES 401(K) PLAN | PAGELAND SC | 287 | $14.0M | $691K |
| 3 | FESTIVAL FUN PARKS, LLC PALACE ENTERTAINMENT 401(K) PLAN |
HOMESTEAD PA |
| 795 |
| $31.9M |
| $417K |
| 4 | BORSHEIM JEWELRY COMPANY, INC. BORSHEIM JEWELRY COMPANY 401(K) SAVINGS PLAN | OMAHA NE | 186 | $20.9M | $197K |
| 5 | WEEMS INDUSTRIES, INC. WEEMS INDUSTRIES, INC. 401K RETIREMENT SAV PL | MARION IA | 132 | $8.3M | $19K |
| 6 | AXTELLA, LLC AXTELLA, LLC 401(K) PLAN | ANN ARBOR MI | 146 | $16.1M | $4K |