Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Octagon Investment Grade CLO Opportunity Fund Octagon Investment Grade CLO Opportunity Fund in their Schedule of Assets, totaling $3.0M 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 | THE RESEARCH FOUNDATION FOR SUNY THE RESEARCH FOUNDATION FOR SUNY POST RETIREMENT BENEFITS PLAN | ALBANY NY | — | $329.4M | $3.0M |
