Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding STEWART INVESTORS GEM SUSTAINABILITY LEADERS FUND(DST) shares in their Schedule of Assets, totaling $2.3M 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 | HAWAII PACIFIC HEALTH HAWAII PACIFIC HEALTH RETIREMENT PLAN | HONOLULU HI | 5,817 | $430.1M | $2.3M |
