Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Patriot Financial Partners II, L.P. in their Schedule of Assets, totaling $6.0M 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 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA PA | 2,425 | $644.1M | $3.3M |
| 2 | NORTH ATLANTIC STATES CARPENTERS ANNUITY PLAN NORTH ATLANTIC STATES CARPENTERS ANNUITY PLAN | HAMDEN CT | 10,262 | $1.3B | $2.3M |
| 3 | PROSPECT CROZER, LLC |
CHESTER PA |
| 1,021 |
| $147.9M |
| $355K |
