Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Goldentree Multi-Sector Fund Offshore ERISA LTD in their Schedule of Assets, totaling $119.0M 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 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN | PASADENA CA | 8,896 | $1.5B | $55.1M |
| 2 | BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART A IBEW 332 PENSION PLAN - PART A | SAN JOSE CA | 2,079 | $817.3M | $42.4M |
| 3 | TEAMSTERS LOCAL 830 PENSION PLAN |
PHILADELPHIA PA |
| 375 |
| $179.8M |
| $11.2M |
| 4 | HOLLOW METAL TRUST FUND HOLLOW METAL TRUST FUND | NEW YORK NY | 741 | $36.4M | $5.9M |
| 5 | BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL NO. 5 PENSION PLAN BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL NO. 5 PENSION PLAN | FAIRFIELD NJ | 314 | $83.7M | $4.5M |