Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Intl Socially Responsible Fund in their Schedule of Assets, totaling $414K 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 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $177K |
| 2 | TOTAL EDUCATION SOLUTIONS, INC. TOTAL EDUCATION SOLUTIONS, INC. 401(K) PLAN | SOUTH PASADENA CA | 471 | $17.3M | $114K |
| 3 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY |
HOUSTON TX |
| 85 |
| $17.2M |
| $45K |
| 4 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $43K |
| 5 | PACIFIC RETIREMENT SERVICES, INC. PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN | MEDFORD OR | 2,984 | $111.8M | $11K |
| 6 | LIFECARE, INC. DBA FRIENDSHIP VILLAGE LIFECARE, INC. DBA FRIENDSHIP VILLAGE 403(B) EMPLOYER RETIREMENT PLAN | KALAMAZOO MI | 193 | $4.8M | $8K |
| 7 | YOUTH AND FAMILY ALTERNATIVES, INC. YOUTH AND FAMILY ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW PORT RICHEY FL | 326 | $5.9M | $7K |
| 8 | PLEASANT VALLEY HOSPITAL PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN | POINT PLEASANT WV | 322 | $19.6M | $5K |
| 9 | EXODUS INTEGRITY SERVICES, INC. EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST | WILLOUGHBY OH | 62 | $3.2M | $3K |
| 10 | DIRECTIONS FOR MENTAL HEALTH, 403(B) THRIFT PLAN FOR EMPLOYEES OF DIRECTIONS FOR MENTAL HEALTH, INC. | CLEARWATER FL | 384 | $3.8M | $117 |
