Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Service Corp Intl 4.625% 12/15/2027 in their Schedule of Assets, totaling $1.3M 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 PLUMBERS LU 690 HEALTH PLAN PLUMBERS LOCAL UNION NO. 690 HEALTH PLAN | PHILADELPHIA PA | 900 | $68.0M | $579K |
| 2 | BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND | SEATTLE WA | 2,217 | $78.2M | $365K |
| 3 |
ALAMEDA CA |
| 819 |
| $25.4M |
| $199K |
| 4 | I.U.O.E. LOCAL #132 H & W FUND IUOE LOCAL NO. 132 HEALTH & WELFARE FUND | HUNTINGTON WV | 1,807 | $138.3M | $184K |