Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SM ENERGY COMPANY 6.500% 7/15/28 in their Schedule of Assets, totaling $225K 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 | THE BOARD OF TRUSTEES OF THE MARITIME ASSOCIATION - I.L.A. WELFARE FUN MARITIME ASSOCIATION - I.L.A. WELFARE FUND | HOUSTON TX | 3,662 | $44.8M | $225K |
