Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding International Socially Responsible Fund* in their Schedule of Assets, totaling $992K 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 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $366K |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $150K |
| 3 | DARTMOUTH HEALTH |
LEBANON NH |
| 14,331 |
| $1.7B |
| $133K |
| 4 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $125K |
| 5 | EASTER SEALS OF GREATER HOUSTON, INC. EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN | HOUSTON TX | 247 | $16.7M | $63K |
| 6 | INSTITUTE FOR THE REDESIGN OF LEARNING INSTITUTE FOR THE REDESIGN OF LEARNING 403(B) PROFIT/GAIN SHARING PLAN | SOUTH PASADENA CA | 299 | $8.9M | $45K |
| 7 | CHRISTOPHER HOUSE CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 206 | $6.0M | $40K |
| 8 | HONORBRIDGE HONORBRIDGE RETIREMENT PLAN | GREENVILLE NC | 229 | $27.7M | $19K |
| 9 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $18K |
| 10 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $17K |
