Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding IMPAX US SUSTAINABLE ECONOMY INST Mutual Fund ^ in their Schedule of Assets, totaling $11K 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 | SURPLUS LINE ASSOCIATION OF CALIFORNIA SURPLUS LINE ASSOCIATION SAVINGS PLAN | SAN RAMON CA | 177 | $19.2M | $11K |
