Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Tricon Residential in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC LAZARD CORE FIXED INCOME PORTFOLIO | KANSAS CITY MO | — | $167.7M | $4.2M |
| 2 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY LABORERS ANNUITY PLAN FOR NORTHERN CALIFORNIA | PLEASANTON CA | 29,190 | $1.6B | $2.2M |
| 3 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION |
ARLINGTON VA |
| 72,921 |
| $862.0M |
| $458K |
| 4 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN | COLUMBUS OH | 2,585 | $702.3M | $184K |
| 5 | CLAY ELECTRIC COOPERATIVE, INC. CLAY ELECTRIC COOPERATIVE, INC. RETIREE WELFARE BENEFIT PLAN | KEYSTONE HEIGHTS FL | 490 | $75.2M | $120K |
