Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BANK OF MONTREAL NT 1.85% 5/1/25 in their Schedule of Assets, totaling $119K 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 UNITE/HERE LOCAL 74 PENSION TRUST FUND UNITE/HERE 74 PENSION TRUST FUND | ST. LOUIS MO | 447 | $45.3M | $119K |
