Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SUSTAINABLE GROWTH FOREST INVESTMENT ADVISORS in their Schedule of Assets, totaling $57.1M 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 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $55.8M |
| 2 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 5,072 | $4.5B | $1.3M |
| 3 | KANSAS MEDICAL CLINIC, P.A. |
TOPEKA KS |
| 87 |
| $16.9M |
| $9K |
| 4 | AIG INSURANCE COMPANY-PUERTO RICO AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN | SAN JUAN PR | 86 | $16.7M | $6K |
