Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Matrix Trust Company:* Conservative Pooled Fund in their Schedule of Assets, totaling $25.0M 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, SOUTHERN CALIFORNIA SHEET METAL SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN | SAN JOSE CA | 4,074 | $490.0M | $23.0M |
| 2 | BOARD OF TRUSTEES, SHEET METAL WORKERS' LOCAL 206 SHEET METAL WORKERS' LOCAL 206 SECTION 401(A) PLAN | SAN JOSE CA | 1,260 | $55.5M | $2.0M |
