Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Boston Trust Small Cap Fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MUFG FUND SERVICES (USA) LLC MUFG FUND SERVICES (USA) LLC 401(K) PLAN | NEW YORK NY | 558 | $59.0M | $981K |
| 2 | CASPARI, INC. CASPARI, INC. DEFINED BENEFIT PENSION PLAN | SEYMOUR CT | 99 | $14.3M | $437K |
