Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Exchange traded and closed end funds Angel Oak Financial Strategies Income Term Trust units in their Schedule of Assets, totaling $140K 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 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLAN SHEET METAL WORKERS LOCAL 112 PENSION PLAN | ELMIRA NY | 236 | $40.8M | $140K |
