Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Limited partnerships in their Schedule of Assets, totaling $17.7M 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 | SHEET METAL WORKERS LOCAL 224 PENSION FUND BD OF TRUSTEES SHEET METAL WORKERS LOCAL 224 PENSION FUND | TROY MI | 297 | $76.3M | $14.5M |
| 2 | BOARD OF TRUSTEES LOCAL 154 PENSION FUND UNITED UNION OF ROOFERS, WATERPROOFERS & ALLIED WORKERS, LOCAL 154 PENSION FUND | HAUPPAUGE NY | 173 | $32.3M | $3.1M |
| 3 |
BATON ROUGE LA |
| 605 |
| $191.8M |
| $46K |
| 4 | THE NASSAU COMPANIES OF NEW YORK THE NASSAU COMPANIES OF NEW YORK EMPLOYEE PENSION PLAN | HARTFORD CT | 142 | $486.9M | $42K |
| 5 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $10K |
