Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SHASTA TEHAMA TRINITY CA TAXABLE ELECTION OF 2016 SER D MUNICIPAL BONDS in their Schedule of Assets, totaling $364K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAKEVIEW CLINIC, LTD LAKEVIEW CLINIC LTD, RETIREMENT SAVINGS PLAN | WACONIA MN | 193 | $104.5M | $364K |
