Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Intl Socially Responsible Fund Registered investment company in their Schedule of Assets, totaling $205K 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 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $107K |
| 2 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | GAINESVILLE GA | 369 | $67.5M | $96K |
| 3 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN |
SAN FRANCISCO CA |
| 2,804 |
| $374.1M |
| $3K |
