Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ENVIRONMENTAL, SOCIAL, AND GOVERNANCE FUND Managed Portfolios in their Schedule of Assets, totaling $27.2M 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 | BASF CORPORATION BASF CORPORATION SAVINGS PLAN MASTER TRUST | FLORHAM PARK NJ | — | $6.7B | $13.6M |
| 2 | BASF CORPORATION BASF CORPORATION RETIREMENT SAVINGS PLAN | FLORHAM PARK NJ | 11,393 | $6.3B | $12.9M |
| 3 | BASF CORPORATION BASF CORPORATION BARGAINING UNIT SAVINGS PLAN |
FLORHAM PARK NJ |
| 1,420 |
| $336.0M |
| $671K |
