Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Lima Company, Philadelphia, PA in their Schedule of Assets, totaling $932K 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 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) WELFARE FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) WELFARE PLAN | WEST TRENTON NJ | 1,659 | $38.2M | $535K |
| 2 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY PLAN | WEST TRENTON NJ | 2,308 | $417.7M | $200K |
| 3 |
WEST TRENTON NJ |
| 1,868 |
| $409.9M |
| $161K |
| 4 | PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE FUND PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN | WEST TRENTON NJ | 659 | $43.7M | $29K |
| 5 | PLUMBERS AND PIPEFITTERS LOCAL 9 SURETY FUND PLUMBERS & PIPEFITTERS LOCAL 9 SURETY PLAN | WEST TRENTON NJ | 1,708 | $311.3M | $8K |
