Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Pax International Sustainable Economy Institutional in their Schedule of Assets, totaling $613K 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 | SELF-HELP SERVICES CORPORATION 403(B) PLAN FOR SELF-HELP SERVICES CORPORATION | DURHAM NC | 264 | $84.0M | $613K |