Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding GMO Benchmark-Free Alloc III in their Schedule of Assets, totaling $56.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST | WASHINGTON DC | 2,137 | $799.5M | $38.1M |
| 2 | BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND OR | 4,749 | $1.0B | $10.3M |
| 3 | BOARD OF TRUSTEES, IDAHO PIPE TRADES TRUST HEALTH & WELFARE PLAN |
PORTLAND OR |
| 1,029 |
| $29.6M |
| $8.2M |
