Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding NIS Preferred Stock Fund II, LLC in their Schedule of Assets, totaling $33.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $22.6M |
| 2 | UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLAN UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS PENSION PLAN | GREENDALE WI | 304 | $474.7M | $3.6M |
| 3 |
BLOOMINGTON MN |
| 1,399 |
| $506.4M |
| $3.3M |
| 4 | BOARD OF TRUSTEES, TEAMSTERS JOINT COUNCIL 32 - TEAMSTERS JOINT COUNCIL 32 - EMPLOYERS HEALTH AND WELFARE FUND | BLOOMINGTON MN | 3,447 | $81.5M | $2.3M |
| 5 | BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513 PENSION FUND OF OPERATING ENGINEERS LOCAL 513 | BRIDGETON MO | 2,558 | $811.1M | $1.2M |
