Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TORTOISE ENRGY INFR TOT RET I (TORIX) Mutual fund in their Schedule of Assets, totaling $703K 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 | TRUSTEES OF BRICKLAYERS & ALLIED CRAFT WORKERS LO 3 NY NIAGARA FALLS-B BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL NO 3 NY NIAGARA FALLS-BUFFALO CHAPTER PENSION PLAN | BUFFALO NY | 218 | $27.0M | $554K |
| 2 | BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL BUFFALO CHAPTER HEALTH & WELF BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL NO. 3 NY NIAGARA FALLS-BUFFALO CHAPTER HEALTH & WELFARE PLA | BUFFALO NY | 313 | $7.1M | $149K |
