Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SEI Limited Duration Bond Fund in their Schedule of Assets, totaling $20.7M 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, STEELWORKERS WESTERN INDEPENDENT STEELWORKERS WESTERN INDEPENDENT SHOPS PENSION PLAN | PLEASANTON CA | 505 | $123.5M | $12.8M |
| 2 | BOARD OF TRUSTEES ILA LOCAL 1478-2 PENSION FUND ILA LOCAL 1478-2 PENSION PLAN | SPRINGFIELD NJ | 637 | $78.8M | $4.2M |
| 3 | STAGEHANDS LOCAL TWO H&W PLAN |
CHICAGO IL |
| 474 |
| $20.6M |
| $3.6M |