Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Impax Sustainable Allocation Fund Mutual fund in their Schedule of Assets, totaling $1.5M 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 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $1.1M |
| 2 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $418K |
| 3 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN |
SEATTLE WA |
| 218 |
| $27.9M |
| $16K |
| 4 | HACKERONE INC. HACKERONE INC. RETIREMENT TRUST | SAN FRANCISCO CA | 272 | $19.3M | $16K |
| 5 | HOMEGROWN PARTNERS, LLC HOMEGROWN 401(K) PLAN | RENTON WA | 137 | $2.0M | $2K |
| 6 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN | BELLEVUE WA | 588 | $86.9M | $2K |