Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Boston Trust SMID Cap fund in their Schedule of Assets, totaling $19.4M 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 | COMPUTERSHARE US SERVICES INC. COMPUTERSHARE 401(K) RETIREMENT PLAN | CANTON MA | 4,479 | $634.8M | $5.1M |
| 2 | BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 IRON WORKERS' LOCAL NO. 25 PENSION FUND | TROY MI | 1,795 | $565.1M | $4.7M |
| 3 | NATIONAL PUBLIC RADIO, INC. |
WASHINGTON DC |
| 1,513 |
| $425.8M |
| $2.9M |
| 4 | MADRIGAL PHARMACEUTICALS, INC. MADRIGAL PHARMACEUTICALS, INC. 401(K) PLAN | WEST CONSHOHOCKEN PA | 544 | $37.6M | $2.4M |
| 5 | COMAR, LLC COMAR, LLC 401(K) PLAN | VOORHEES NJ | 846 | $59.6M | $2.3M |
| 6 | BRD OF TRUSTEES OF THE UBC HEALTHCARE TRUST FUND UBC HEALTHCARE TRUST FUND | GOODLETTSVILLE TN | 962 | $62.8M | $1.9M |
| 7 | SKYSPECS, INC. SKYSPECS 401(K) PLAN | ANN ARBOR MI | 148 | $7.3M | $74K |
