Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Balances carried forward in their Schedule of Assets, totaling $19.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS IN | 676 | $63.2M | $11.3M |
| 2 | TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 HEALTH & WELFARE PLAN PLUMBERS & STEAMFITTERS LOCAL 440 H&W PLAN | LAFAYETTE IN | 2,383 | $61.6M | $8.0M |
| 3 |
INDIANAPOLIS IN |
| 657 |
| $5.5M |
| $493K |
