Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lazard Global Listed Infrastructure Portfolio in their Schedule of Assets, totaling $1.2M 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 | NEWMONT USA LIMITED RETIREMENT SAVINGS PLAN OF NEWMONT | DENVER CO | 1,169 | $341.3M | $699K |
| 2 | URBAN LEAGUE OF METROPOLITAN ST. LOUIS THE URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC. EMPLOYEES PENSION PLAN | ST. LOUIS MO | 41 | $21.5M | $349K |
| 3 | OTTER PRODUCTS, LLC OTTER PRODUCTS, LLC 401(K) PLAN |
FORT COLLINS CO |
| 725 |
| $83.5M |
| $62K |
| 4 | PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 1,197 | $34.4M | $25K |
| 5 | INTERSTATE & LAKELAND LUMBER CORP. INTERSTATE & LAKELAND LUMBER CORP. 401(K) PLAN | GREENWICH CT | 126 | $29.9M | $25K |
