Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schroder Taft-Hartley Income Fund, LP in their Schedule of Assets, totaling $63.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513 PENSION FUND OF OPERATING ENGINEERS LOCAL 513 | BRIDGETON MO | 2,558 | $811.1M | $20.4M |
| 2 | I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS NV | 2,514 | $551.7M | $14.9M |
| 3 |
TROY MI |
| 1,795 |
| $565.1M |
| $9.3M |
| 4 | BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 PENSION PLAN | PHILADELPHIA PA | 2,508 | $624.0M | $7.5M |
| 5 | BOARD OF TRUSTEES MCASF LOCAL 725 PENSION TRUST FUND MCASF LOCAL 725 PENSION PLAN | PEMBROKE PINES FL | 1,016 | $235.5M | $7.1M |
| 6 | BOARD OF TRUSTEES OF ANNUITY FUND OF OPERATING ENGINEERS LOCAL 513 ANNUITY FUND OF OPERATING ENGINEERS LOCAL 513 | BRIDGETON MO | 9,570 | $323.2M | $4.0M |
