Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Tortoise MLP & Pipeline IS in their Schedule of Assets, totaling $5.6M 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 | INTEGRIS HEALTH, INC. 403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 12,869 | $1.1B | $4.6M |
| 2 | INTEGRIS 401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 13,354 | $297.2M | $1.0M |