Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Parametric Defensive Equity Fund, LLC in their Schedule of Assets, totaling $126.2M 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 LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $56.8M |
| 2 | BOARD OF TRUSTEES DEFINED BENEFIT PENSION PLAN OF THE PLUMBERS & STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN | KAUKAUNA WI | 1,573 | $273.3M | $26.9M |
| 3 |
KANSAS CITY MO |
| 5,147 |
| $1.1B |
| $17.0M |
| 4 | ILLINOIS EDUCATION ASSOCIATION ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN | SPRINGFIELD IL | 115 | $159.7M | $9.2M |
| 5 | BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUND CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUN | LINCOLN IL | 3,239 | $254.6M | $5.1M |
| 6 | CONSTRUCTION INDUSTRY LABORERS WELFARE FUND CONSTRUCTION INDUSTRY LABORERS WELFARE FUND | KANSAS CITY MO | 5,617 | $188.4M | $4.4M |
| 7 | BOARD OF TRUSTEES - TEAMSTERS LOCAL 11 PENSION FUND TEAMSTERS LOCAL 11 PENSION FUND | NORTH HALEDON NJ | 377 | $77.7M | $3.7M |
| 8 | OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 527 PENSION TRUST PENSION PLAN FOR LOCAL UNION 527 OF OPERATIVE PLASTERERS AND CEMENT MASONS | BRIDGETON MO | 511 | $154.0M | $3.1M |
