Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Carlyle Energy Mezzanine Opps Fund II in their Schedule of Assets, totaling $183K 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 | TOLEDO AREA SHEET METAL WORKERS PENSION PLAN JOINT BOARD OF TRUSTEE TOLEDO AREA SHEET METAL WORKERS PENSION PLAN AND TRUST | TROY MI | 352 | $49.4M | $183K |
