Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Retirement 2035 in their Schedule of Assets, totaling $11.0M 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, U.A. UNION LOCAL NO. 290 PLUMBER, UNITED ASSOCIATION UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER INDUSTRY 401(K) PLAN | TUALATIN OR | 3,088 | $235.6M | $9.8M |
| 2 | USCB, INC. USCB, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 197 | $15.9M | $1.1M |
| 3 | ANMED HEALTH |
ANDERSON SC |
| 3,869 |
| $237.0M |
| $80K |
| 4 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $3K |
