Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Alcentra European Credit Opportunities Fund II in their Schedule of Assets, totaling $13.8M 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, WESTERN UNITE HERE AND EMPLOYERS WESTERN UNITE HERE AND EMPLOYERS PENSION FUND | SAN FRANCISCO CA | 68,191 | $3.7B | $8.8M |
| 2 | BOARD OF TRUSTEES AGC-IUOE LOCAL OF AGC-IUOE LOCAL 701 PENSION TRUST DEFINED BENEFIT PENSION PLAN OF AGC-IUOE LOCAL 701 PENSION TRUST FUND | SEATTLE WA | 1,882 | $358.2M | $3.5M |
| 3 | CRH AMERICAS, INC. |
ATLANTA GA |
| 1,557 |
| $426.5M |
| $1.6M |
