Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 103-12 INVESTMENT ENTITIES WA CAPITAL JMT MORTGAGE INCOME FD in their Schedule of Assets, totaling $78.2M 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 | BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUST PUGET SOUND ELECTRICAL WORKERS PENSION PLAN | SEATTLE WA | 4,745 | $1.3B | $78.2M |
