Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Trillium Trillium ESG Global Equity-Retail in their Schedule of Assets, totaling $276K 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 | ADVOCATES FOR BASIC LEGAL EQUALITY INC ADVOCATES FOR BASIC LEGAL EQUALITY, INC. AND LEGAL AID OF WESTERN OHIO, INC. RETIREMENT SAVINGS PLAN | TOLEDO OH | 149 | $18.8M | $276K |
