Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SCHRODER DIVERSIFIED GROWTH TR CL 4 in their Schedule of Assets, totaling $282.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN | NEWTOWN SQUARE PA | 28,341 | $7.3B | $282.1M |
