Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PVTPL TRUST 1401 SR NT 144A 6.39% DUE 01-15-2050/06-28-2019 BEO in their Schedule of Assets, totaling $7.2M 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 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $6.7M |
| 2 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $456K |
| 3 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN |
SOUTHFIELD MI |
| 1,645 |
| $281.7M |
| $90K |
| 4 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $13K |
