Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Royal Bank of Canada Zero Coupon 14 Nov 2025 in their Schedule of Assets, totaling $3.0M 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 | HAWAII CARPENTERS FINANCIAL SECURITY FUND HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU HI | 4,242 | $662.3M | $2.7M |
| 2 | BOT ROOFERS UNION LOCAL 221 ANNUITY PLAN ROOFERS UNION LOCAL 221 ANNUITY PLAN | HONOLULU HI | 189 | $19.4M | $163K |
| 3 | B OF T ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST |
HONOLULU HI |
| 201 |
| $6.4M |
| $85K |
