Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FORTRESS TRANS & INFRAST SER 05/01/2024 05.500% 05/01/2028 in their Schedule of Assets, totaling $7.6M 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, OPERATING ENGINEERS HEALTH OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND | ALAMEDA CA | 16,991 | $822.2M | $5.7M |
| 2 | BOARD OF TRUSTEES, PENSIONED OPERATING ENGINEERS PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND | ALAMEDA CA | 9,107 | $295.3M | $1.9M |
