Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Boilermakers National Annuity Trust in their Schedule of Assets, totaling $4.5M 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 | BUILDING LABORERS 310 PENSION FUND BUILDING LABORERS LOCAL 310 PENSION FUND | CLEVELAND OH | 1,118 | $419.6M | $806K |
| 2 | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND MASON TENDERS' DISTRICT COUNCIL PENSION FUND | NEW YORK NY | 8,766 | $2.0B | $630K |
| 3 | BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL NO 36 |
ALAMEDA CA |
| 1,113 |
| $389.5M |
| $617K |
| 4 | TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN | BLOOMINGTON MN | 9,509 | $236.0M | $471K |
| 5 | TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN | BLOOMINGTON MN | 920 | $318.8M | $406K |
| 6 | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUND MASON TENDERS DISTRICT COUNCIL ANNUITY FUND | NEW YORK NY | 11,080 | $944.3M | $327K |
| 7 | BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSN UNITE HERE LOCAL 25 AND HOTEL ASSOCIATION OF WASHINGTON, DC PENSION PLAN | SPARKS MD | 5,768 | $357.4M | $219K |
| 8 | BOARD OF TRUSTEES OF MARBLE MARBLE INDUSTRY PENSION TRUST FUND | NEW YORK NY | 358 | $99.0M | $213K |
| 9 | BOARD OF TRUSTEES LOCAL 805 LOCAL 805 PENSION & RETIREMENT FUND | NEW YORK NY | 440 | $177.0M | $174K |
| 10 | BOARD OF TRUSTEES OF LOCAL 553 PENSION FUND LOCAL 553 PENSION FUND | NEW YORK NY | 307 | $253.1M | $170K |
