Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CCM COMMUNITY IMPACT BOND INST Registered Investment Company in their Schedule of Assets, totaling $475K 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 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $327K |
| 2 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $77K |
| 3 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN |
PHILADELPHIA PA |
| 455 |
| $338.0M |
| $71K |
