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 Registered Investment Company in their Schedule of Assets, totaling $35.3M 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 | ZEBRA TECHNOLOGIES CORPORATION ZEBRA 401(K) PLAN | LINCOLNSHIRE IL | 4,375 | $1.1B | $29.0M |
| 2 | SOUTHERN OHIO MEDICAL CENTER SOUTHERN OHIO MEDICAL CENTER RETIREMENT SAVINGS PROGRAM | PORTSMOUTH OH | 3,316 | $172.9M | $6.3M |
