Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Bank of Montreal Corporate Bond in their Schedule of Assets, totaling $87K 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 | ERICKSON-HALL HOLDING CO. ERICKSON-HALL HOLDING CO. ESOP | ESCONDIDO CA | 218 | $102.4M | $65K |
| 2 | ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC CASH BALANCE PLAN | GREEN BAY WI | 156 | $3.2M | $22K |
