Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding IR&M Intermediate Fixed Income in their Schedule of Assets, totaling $26.9M 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 | BOARD OF TRUSTEES, TEAMSTERS UNION LOCAL NO. 52 PENSION FUND TEAMSTERS UNION LOCAL NO. 52 PENSION FUND | VALLEY VIEW OH | 92 | $107.4M | $26.9M |
