Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CF BROAD PEAK FUND II LTD CLASS LTD A4 NR‐SER 39 in their Schedule of Assets, totaling $43.7M 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 | NCR CORPORATION NCR PENSION PLAN | ATLANTA GA | 886 | $998.1M | $19.6M |
| 2 | CARDTRONICS USA, INC. NCR PENSION PLAN | ATLANTA GA | 312 | $991.7M | $14.5M |
| 3 | BATTELLE MEMORIAL INSTITUTE BATTELLE PENSION TRUST | COLUMBUS OH |
| — |
| $1.8B |
| $9.5M |
