Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Limited Partnership in their Schedule of Assets, totaling $11.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLAN SHEET METAL WORKERS LOCAL UNION NO 71 PENSION PLAN | BUFFALO NY | 334 | $63.7M | $11.1M |
| 2 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $110K |
| 3 | MARINER WEALTH ADVISORS, LLC |
OVERLAND PARK KS |
| 1,870 |
| $278.3M |
| $91K |
