Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding IMPAX SUSTAIN ALLOC INV in their Schedule of Assets, totaling $71K 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 | SERVICE MANAGEMENT GROUP, LLC SERVICE MANAGEMENT GROUP 401(K) PLAN | KANSAS CITY MO | 135 | $26.4M | $70K |
| 2 | NORTH VALLEY ENDODONTICS P.A. NORTH VALLEY ENDODONTICS P.A. 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 98 | $4.2M | $1K |
