Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bank Montreal Dtd 06/05/2023 5.300 06/05/2026 in their Schedule of Assets, totaling $908K 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 FOR TEAMSTERS SECURITY FUND FOR SO. NV - HOTEL & CAS TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA - HOTEL & CASINO WORKERS | LAS VEGAS NV | 2,695 | $79.8M | $908K |
