Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Ullico Infrastructure Tax-Exempt Fund, L.P. in their Schedule of Assets, totaling $211.8M 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 | BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN | CONCORD CA | 39,903 | $2.9B | $77.6M |
| 2 | BOARD OF TRUSTEES OF NECA/IBEW FAMILY MEDICAL CARE TRUST FUND NECA/IBEW FAMILY MEDICAL CARE TRUST FUND | ROCKVILLE MD | 37,969 | $1.1B | $43.9M |
| 3 |
FLUSHING NY |
| 18,200 |
| $2.2B |
| $33.8M |
| 4 | BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLAN IRON WORKERS' MID-AMERICA PENSION PLAN | LANSING IL | 3,480 | $998.9M | $17.8M |
| 5 | BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN | PHOENIX AZ | 24,360 | $1.0B | $17.5M |
| 6 | THE BOARD OF TRUSTEES OF THE UNION INDIVIDUAL ACCOUNT RETIREMENT FUND UNION INDIVIDUAL ACCOUNT RETIREMENT FUND | MILWAUKEE WI | 3,756 | $309.5M | $10.2M |
| 7 | BOARD OF TRUSTEES OF WESTERN GLAZIERS RETIREMENT PLAN WESTERN GLAZIERS RETIREMENT PLAN | PORTLAND OR | 426 | $199.2M | $6.7M |
| 8 | MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY MI | 1,097 | $195.0M | $3.1M |
| 9 | BOARD OF TRUSTEES OF THE ELECTRICAL INDUSTRY APPRENTICE TRAINING PROGR ELECTRICAL INDUSTRY APPRENTICE TRAINING PROGRAM | FLUSHING NY | 1,166 | $44.4M | $1.3M |
