Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CIM TRUST 144A 5% CORPORATE DEBT INSTRUMENTS in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET US CORE BOND, L.L.C. | PASADENA CA | — | $260.1M | $1.4M |
| 2 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET US INTERMEDIATE PLUS, L.L.C. | PASADENA CA | — | $357.9M | $639K |
| 3 | IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES |
SPRINGFIELD NJ |
| 1,148 |
| $375.5M |
| $48K |
| 4 | BOARD OF TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP WELFARE FUND LOCAL 295 I.B.T. EMPLOYER GROUP WELFARE FUND | NEW YORK NY | 1,249 | $82.2M | $46K |