Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SEI Intermediate Dur Credit-A in their Schedule of Assets, totaling $91.9M 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 | UNITIL SERVICE CORP. UNITIL CORPORATION RETIREMENT PLAN | HAMPTON NH | 153 | $178.7M | $51.2M |
| 2 | FIRELANDS REGIONAL MEDICAL CENTER FIRELANDS REGIONAL MEDICAL CENTER RETIREMENT PLAN | SANDUSKY OH | 288 | $95.4M | $24.4M |
| 3 | FIRST FINANCIAL BANCORP FIRST FINANCIAL BANCORP EMPLOYEES' PENSION PLAN AND TRUST |
CINCINNATI OH |
| 2,091 |
| $150.2M |
| $14.1M |
| 4 | CURIA GLOBAL INC. ORGANICHEM CORPORATION RETIREMENT PLAN | ALBANY NY | 20 | $15.1M | $2.3M |