Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schedule - 3.1.1Asset StatementCost Value in their Schedule of Assets, totaling $72.2M 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 | TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION | LANSING MI | 499 | $112.6M | $46.4M |
| 2 | UNION CONSTRUCTION WORKERS HEALTH PLAN UNION CONSTRUCTION WORKERS HEALTH PLAN | HOLLAND OH | 1,877 | $80.1M | $21.9M |
| 3 | BD OF TRUSTEES - INTL BOILERMAKERS LOCAL NO 85 SUPPL WELFARE PLAN TRU |
MAUMEE OH |
| 347 |
| $17.4M |
| $3.9M |
