Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Trillium ESG Global Equity Fund in their Schedule of Assets, totaling $581K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE NEIGHBORHOOD RECYCLING CORPORATION DBA EUREKA! RECYCLING THE NEIGHBORHOOD RECYCLING CORPORATION 403(B) PLAN | MINNEAPOLIS MN | 131 | $4.3M | $363K |
| 2 | MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 148 | $45.8M | $218K |
