Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Simon Property Group Note 09/13/29 in their Schedule of Assets, totaling $434K 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 CEMENT MASONS UNION LOCAL NO. 592 WELFARE PLAN CEMENT MASONS UNION LOCAL NO. 592 WELFARE PLAN | PHILADELPHIA PA | 416 | $35.3M | $170K |
| 2 | BOARD OF TRUSTEES - UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUND | SPARKS MD | 5,735 | $31.2M | $153K |
| 3 |
PHILADELPHIA PA |
| 395 |
| $138.8M |
| $111K |
