Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SEI Limited Duration Bond in their Schedule of Assets, totaling $63.6M 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 | TRUSTEES OF MINNESOTA CEMENT MASONS PENSION FUND MINNESOTA CEMENT MASONS PENSION FUND | MENDOTA HEIGHTS MN | 788 | $285.8M | $23.1M |
| 2 | BD OF TRUSTEES STAGEHANDS LOCAL STAGEHANDS LOCAL TWO RETIREMENT PLAN | CHICAGO IL | 1,397 | $156.7M | $21.2M |
| 3 | BOARD OF TRUSTEES - STAGEHANDS LOCAL TWO |
CHICAGO IL |
| 1,335 |
| $105.4M |
| $15.2M |
| 4 | DYKEMA GOSSETT PLLC DYKEMA GOSSETT PLLC CASH BALANCE PLAN | DETROIT MI | 113 | $37.3M | $4.0M |