Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pax Sustainable Allocation Fund Mutual Fund in their Schedule of Assets, totaling $246K 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 | SAN FRANCISCO OPERA ASSOCIATION SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 445 | $40.5M | $160K |
| 2 | EMBURSE, INC. EMBURSE 401(K) PLAN | DALLAS TX | 415 | $48.3M | $58K |
| 3 | SCOPELY INC. SCOPELY INC. 401(K) PLAN |
| 770 |
| $69.7M |
| $28K |
