Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding LOANS SECURED BY MTGES-RESID. in their Schedule of Assets, totaling $599.1M 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 | FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS MI | — | $17.0B | $327.8M |
| 2 | GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE OH | — | $24.9B | $115.5M |
| 3 | MARKET VALUE STABLE INCOME FUND STATE STREET BANK & TRUST, TRUSTEE |
KANSAS CITY MO |
| — |
| $594.6M |
| $55.8M |
| 4 | MASS GENERAL BRIGHAM INCORPORATED MGB ERISA MASTER TRUST | SOMERVILLE MA | — | $10.3B | $41.5M |
| 5 | LORD ABBETT & CO LLC LORD ABBETT INSTITUTIONAL CORE PLUS TOTAL RETURN TRUST | KANSAS CITY MO | — | $761.8M | $29.4M |
| 6 | LORD ABBETT & CO LLC LORD ABBETT SHORT DURATION CREDIT TRUST | KANSAS CITY MO | — | $896.4M | $15.0M |
| 7 | LORD ABBETT & CO LLC LORD ABBETT INSTITUTIONAL CORE FIXED INCOME TRUST | KANSAS CITY MO | — | $233.8M | $8.8M |
| 8 | NOVARTIS CORPORATION NOVARTIS PENSION PLANS MASTER TRUST | EAST HANOVER NJ | — | $1.8B | $3.2M |
| 9 | BELK STORES SERVICES, LLC BELK PENSION PLAN | CHARLOTTE NC | 641 | $309.8M | $1.6M |
| 10 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE CORPORATION DEFINED BENEFIT MASTER TRUST AGREEMENT | FARMINGTON CT | 0 | $1.8B | $589K |
