Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Parametric Defensive Equity Fund in their Schedule of Assets, totaling $925.8M 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 BOILERMAKER-BLACKSMITH NATIONAL BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST | KANSAS CITY MO | 27,660 | $7.5B | $392.9M |
| 2 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL CREDIT UNION EMPLOYEES' RETIREMENT PLAN | MERRIFIELD VA | 20,269 | $2.1B | $277.7M |
| 3 | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND |
COUNTRYSIDE IL |
| 13,117 |
| $6.0B |
| $147.7M |
| 4 | 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 | $107.5M |
