Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BMO Harris Bank in their Schedule of Assets, totaling $585K 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 | BOARD OF TRUSTEES OF THE MDA HEALTH PLAN MDA HEALTH PLAN | OKEMOS MI | 1,915 | $27.6M | $252K |
| 2 | ADVANTAGE HEALTH PLANS TRUST ADVANTAGE HEALTH PLANS TRUST | OKLAHOMA CITY OK | 2,151 | $16.4M | $246K |
| 3 | BOARD OF TRUSTEES,PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST |
PITTSBURGH PA |
| 0 |
| $879K |
| $88K |
