Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Lazard Global Listed Infrastructure in their Schedule of Assets, totaling $129.0M 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 BOILERMAKER-BLACKSMITH NATIONAL BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST | KANSAS CITY MO | 27,660 | $7.5B | $94.5M |
| 2 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA PA | 2,425 | $644.1M | $18.6M |
| 3 | KALEIDA HEALTH CORPORATE BENEFITS |
BUFFALO NY |
| 5,918 |
| $851.8M |
| $14.9M |
| 4 | SOVITA CREDIT UNION SOVITA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | FLINT MI | 50 | $14.1M | $322K |
| 5 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $308K |
| 6 | KOBRE & KIM LLP KOBRE & KIM LLP PENSION PLAN | NEW YORK NY | 77 | $17.2M | $234K |
| 7 | BEECH-NUT NUTRITION COMPANY BEECH-NUT FROZEN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY BAKERY, CONFECTIONARY AND TOBACCO WORKERS UNION LOCAL 50 | AMSTERDAM NY | 15 | $6.4M | $98K |
