Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Investment grade in their Schedule of Assets, totaling $3.6M 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 | TRUSTEES OF WISCONSIN LABORERS' PENSION FUND WISCONSIN LABORERS' PENSION FUND | DEFOREST WI | 3,956 | $1.1B | $3.3M |
| 2 | ROOFERS LOCAL NO. 241 PENSION FUND ROOFERS LOCAL NO. 241 PENSION FUND | ALBANY NY | 196 | $36.2M | $216K |
