Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Benchmark Mortgage Trust in their Schedule of Assets, totaling $52.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $46.4M |
| 2 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $1.7M |
| 3 | LAZARD ASSET MANAGEMENT LLC LAZARD CORE FIXED INCOME PORTFOLIO |
KANSAS CITY MO |
| — |
| $167.7M |
| $1.7M |
| 4 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $1.3M |
| 5 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. CONSOLIDATED PENSION PLAN | PHILADELPHIA PA | 365 | $86.2M | $939K |
| 6 | MORGANITE INDUSTRIES, INC. MORGAN US EMPLOYEES' RETIREMENT PLAN | RALEIGH NC | 278 | $127.0M | $398K |
| 7 | THE BOARD OF TRUSTEES C/O RACHEL ALLEN, PLAN MANAGER ST LOUIS PAINTERS PENSION PLAN | MARYLAND HEIGHTS MO | 1,422 | $565.8M | $203K |
| 8 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $155K |
