Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Insurance in their Schedule of Assets, totaling $5.9M 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 | OAKTREE CAPITAL MANAGEMENT, L.P. OAKTREE GLOBAL HIGH YIELD BOND FUND L.P. | LOS ANGELES CA | — | $204.0M | $5.2M |
| 2 | TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUND PLUMBERS' & PIPEFITTERS' LOCAL UNION 562 PENSION FUND | EARTH CITY MO | 2,808 | $818.1M | $282K |
| 3 | TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND |
ST. LOUIS MO |
| 5,046 |
| $1.9B |
| $113K |
| 4 | BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUND NECA-IBEW PENSION BENEFIT TRUST FUND | ST. LOUIS MO | 4,518 | $1.0B | $70K |
| 5 | ST. LOUIS LABOR HEALTHCARE NETWORK ST. LOUIS LABOR HEALTHCARE NETWORK | ST. LOUIS MO | 843 | $51.0M | $62K |
| 6 | BD OF TRUSTEES IBEW-NECA RETIREMENT PLAN LOCAL UNION 257 IBEW-NECA RETIREMENT PLAN | ST. LOUIS MO | 659 | $213.4M | $29K |
| 7 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN MO-KAN IRON WORKERS ANNUITY FUND | KANSAS CITY MO | 2,403 | $246.7M | $28K |
| 8 | THE DANA NON-UNION RETIREE COMMITTEE DANA NON-UNION RETIREE VEBA TRUST | CHICAGO IL | 0 | $40.0M | $26K |
| 9 | UNITED FEDERATION OF TEACHERS HEALTH CARE CHAPTER BENEFIT FUND UNITED FEDERATION OF TEACHERS HEALTH CARE CHAPTER BENEFIT FUND | NEW YORK NY | 1,732 | $45.6M | $24K |
| 10 | BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW- ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA | ST. LOUIS MO | 2,056 | $288.6M | $17K |
