Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Bank Of Montreal Senior Unsecured Note 5.717% Due 09/25/28 Dated 09/25/23 Callable 08/25/28 in their Schedule of Assets, totaling $144K 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 | TRUSTEES OF CONSTRUCTION INDUSTRY LABORERS SMART FUND CONSTRUCTION INDUSTRY LABORERS SUPPLEMENTAL MEDICA AND RETIREE TARGETED FUND | KANSAS CITY MO | 9,416 | $46.3M | $144K |
