Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Angel Oak Finl Strategies INCM in their Schedule of Assets, totaling $602K 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 | PLUMBING & PIPEFITTING IND AFL PENSION FUND OF LOCAL UNION NO. 274 | PARSIPPANY NJ | 314 | $190.9M | $479K |
| 2 | TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH & WELFARE FUND | ALBANY NY | 1,159 | $21.7M | $122K |
