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Opportunistic Fixed Income
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 293 retirement plans report an interest in this investment, totaling $53.9M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
293
Reported interest (EOY)
$53.9M
Data source
DOL Form 5500 · Schedule D
Plans holding Opportunistic Fixed Incomeranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | UCOR LLC OAK RIDGE RESERVATION CLEANUP CONTRACT PENSION PLAN FOR GRANDFATHERED EMPLOYEES | OAK RIDGE TN | 141 | $342.8M | $22.5M |
| 2 | TNC US HOLDINGS, INC. THE NIELSEN COMPANY RETIREMENT PLAN | NEW YORK NY | 579 | $265.0M | $8.3M |
| 3 | BANK OF HAWAII EMPLOYEES' RETIREMENT PLAN OF BANK OF HAWAII | HONOLULU HI | 188 | $74.7M | $7.6M |
| 4 | HITACHI ENERGY USA INC. HITACHI ENERGY USA INC. CONSOLIDATED PENSION PLAN | RALEIGH NC | 413 | $32.4M | $2.1M |
| 5 | HITACHI ENERGY USA INC. HITACHI ENERGY USA INC. MASTER PENSION TRUST | RALEIGH NC | — | $31.0M | $1.9M |
| 6 | MID-AMERICA CONVERSION SERVICES, LLC DUF6 PENSION PLAN FOR GRANDFATHERED EMPLOYEES | LEXINGTON KY | 24 | $24.6M | $1.3M |
| 7 | AMERICAN PRESIDENT LINES, LLC MTIA PURSUANT TO THE RETIREMENT PLANS OF AMERICAN PRESIDENT LINES, LLC | NORFOLK VA | — | $82.7M | $1.2M |
| 8 | MIAMI HEAT LIMITED PARTNERSHIP MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | MIAMI FL | 507 | $61.0M | $466K |
| 9 | PARAGON BANK PARAGON BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS TN | 122 | $17.4M | $279K |
| 10 | WAIALAE COUNTRY CLUB WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 133 | $11.4M | $266K |
See all 293 plans holding Opportunistic Fixed Income
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