Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Bank of Montreal 02.150% 08MAR2024 in their Schedule of Assets, totaling $290K 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 | CHARGEURS PROTECTIVE, INC. L & CP CORPORATION PENSION PLAN - TROY, OHIO | TROY OH | 1 | $8.4M | $150K |
| 2 | CHARGEURS PROTECTIVE, INC. L & CP CORPORATION PENSION PLAN - NEWTON UPPER FALLS, MASSACHUSETTS | TROY OH | 0 | $7.6M | $140K |
