Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Bain Capital Specialty Finance Common stock in their Schedule of Assets, totaling $1.3M 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 OF THE PEN. PLAN FOR THE LOCAL UNION NO. 131 IBEW PENSION PLAN FOR THE LOCAL UNION NO. 131 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WRKRS | DULUTH MN | 1,006 | $111.6M | $704K |
| 2 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P. SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS FUND | ROCKFORD IL | 964 | $209.7M | $619K |
