Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Boston Trust SMID Cap Fund Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | THE MOORE COMPANY THE MOORE COMPANY RETIREMENT SECURITY PLAN | WESTERLY RI | 193 | $50.3M | $2.9M |
| 2 | BOARD OF TRUSTEES OF THE NBA SAVINGS AND RETIREMENT PLAN THE NBA SAVINGS AND RETIREMENT PLAN FOR COACHES, ASSISTANT COACHES AND ATHLETIC TRAINERS | SECAUCUS NJ | 402 | $140.2M | $715K |
