Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Bmo 2023-C7 A5 6.160% 12/15/2056 Dd 12/01/23 " in their Schedule of Assets, totaling $553K 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 | GT SERVICES LLC GT SERVICES LLC PENSION PLAN | LANDSALE PA | 276 | $58.1M | $291K |
| 2 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. UNION EMPLOYEES PENSION PLAN | KULPSVILLE PA | 220 | $30.1M | $155K |
| 3 | SI GROUP, INC. THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA |
THE WOODLANDS TX |
| 96 |
| $22.4M |
| $106K |
