Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Boston Trust Walden Small Cap in their Schedule of Assets, totaling $1.9M 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 | COTTAGE HEALTH COTTAGE HEALTH 403(B) RETIREMENT SAVINGS PLAN | SANTA BARBARA CA | 1,988 | $67.0M | $1.0M |
| 2 | COTTAGE HEALTH MYFUTURE 401(K) RETIREMENT SAVINGS PLAN | SANTA BARBARA CA | 2,610 | $102.0M | $711K |
| 3 | SLIPSTREAM GROUP, INC. SLIPSTREAM 401(K) RETIREMENT PLAN |
MADISON WI |
| 156 |
| $22.2M |
| $129K |
| 4 | FORESTDALE, INC. FORESTDALE, INC. CASH OR DEFERRED PLAN & TRUST | FOREST HILLS NY | 304 | $15.6M | $19K |
