Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Impax Small Cap Instl Impax 0 in their Schedule of Assets, totaling $1.0M 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 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN | GOSHEN IN | 393 | $61.4M | $657K |
| 2 | SWISS VILLAGE, INC. SWISS VILLAGE, INC 403(B) PLAN | BERNE IN | 296 | $7.5M | $225K |
| 3 | MARTIN ENERGY GROUP SERVICES MARTIN ENERGY GROUP SERVICES 401(K) SAVINGS PLAN |
TIPTON MO |
| 230 |
| $5.6M |
| $123K |
| 4 | GOODVILLE MUTUAL CASUALTY COMPANY GOODVILLE MUTUAL CASUALTY COMPANY PROFIT SHARING & SAVING PLAN | NEW HOLLAND PA | 183 | $32.5M | $32K |
| 5 | THEO CHOCOLATE, INC. THEO CHOCOLATE, INC. 401(K) P/S PLAN | LA PORTE IN | 24 | $2.7M | $6K |
