Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding U.S. High Yield BB/B Constrained Index NL CTF (CM3Y) Common collective trust in their Schedule of Assets, totaling $42.2M 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 COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INSURANCE BENEFITS PLAN | NEW YORK NY | 19,777 | $241.4M | $27.4M |
| 2 | TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA | NEW YORK NY | 969 | $166.0M | $11.7M |
| 3 |
NEW YORK NY |
| 301 |
| $43.3M |
| $3.1M |