Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Municipal Obligations in their Schedule of Assets, totaling $4.5M 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 | BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PE INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL OF CARPENTERS PENSION FUND | TROY MI | 5,712 | $1.6B | $4.0M |
| 2 | SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS ARE | INDIANAPOLIS IN | 987 | $211.7M | $314K |
| 3 |
LANSING MI |
| 499 |
| $112.6M |
| $219K |
