Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 8,960,121 MERCER OPPORTUNISTIC FIXED INCOME PORTFOLIO in their Schedule of Assets, totaling $2.0M 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 | WESTINGHOUSE ELECTRIC COMPANY WESTINGHOUSE PENSION PLAN FOR NEWINGTON BOILERMAKERS | CRANBERRY TOWNSHIP PA | 56 | $9.8M | $1.2M |
| 2 | WESTINGHOUSE ELECTRIC COMPANY LLC WESTINGHOUSE PENSION PLAN FOR WINDSOR BOILERMAKERS | CRANBERRY TOWNSHIP PA | 0 | $6.2M | $761K |
