Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BMO 2024-5C4 MORTGAGE T 5C4 A3 VAR RT 05/15/2057 DD 05/01/24 in their Schedule of Assets, totaling $1.9M 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 THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $1.9M |
