Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Boston Trust Walden Small Cap Fund " in their Schedule of Assets, totaling $30.6M 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 | TOPPAN MERRILL LLC TOPPAN MERRILL 401(K) PLAN | ST PAUL MN | 1,004 | $460.8M | $22.4M |
| 2 | EDGEWOOD PARTNERS INSURANCE CENTER EDGEWOOD PARTNERS INSURANCE CENTER SAVINGS INVESTMENT PLAN | NEW YORIK NY | 3,190 | $527.2M | $6.8M |
| 3 | OLDCASTLE BUILDING ENVELOPE, INC. OLDCASTLE BUILDING ENVELOPE 401(K) PLAN |
DALLAS TX |
| 5,833 |
| $332.5M |
| $1.4M |
