Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Boston Trust Walden Balanced Fund in their Schedule of Assets, totaling $5.8M 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 | WESLEYAN UNIVERSITY WESLEYAN UNIVERSITY RETIREMENT PLAN | MIDDLETOWN CT | 1,866 | $688.1M | $3.9M |
| 2 | AMERICAN CIVIL LIBERTIES UNION, INC. ACLU DEFINED CONTRIBUTION PLAN | NEW YORK NY | 1,940 | $241.7M | $1.9M |
