Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Ullico Infrastructure Tax-Exempt Fund in their Schedule of Assets, totaling $297.0M 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 | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND MIDWEST OPERATING ENGINEERS PENSION TRUST FUND | COUNTRYSIDE IL | 13,117 | $6.0B | $117.5M |
| 2 | BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUST OPERATING ENGINEERS PENSION TRUST | PASADENA CA | 11,899 | $3.1B | $43.5M |
| 3 | BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION |
LAS VEGAS NV |
| 11,261 |
| $1.3B |
| $34.3M |
| 4 | IRONWORKERS LOCAL 549-550 PENSION PLAN IRONWORKERS LOCAL 549-550 PENSION PLAN | ONA WV | 792 | $215.5M | $20.1M |
| 5 | WAREHOUSE EMPLOYEES LOCAL NO. 570 WAREHOUSE EMPLOYEES LOCAL NO. 570 PENSION FUND | BALTIMORE MD | 836 | $255.2M | $17.9M |
| 6 | TRUSTEES OREGON LABORERS - EMPLOYER PENSION PLAN OREGON LABORERS-EMPLOYERS PENSION PLAN | PORTLAND OR | 2,244 | $449.1M | $13.9M |
| 7 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN | PASADENA CA | 8,896 | $1.5B | $12.2M |
| 8 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER SOUTHERN CALIFORNIA LUMBER INDUSTRY RETIREMENT FUND | LOS ANGELES CA | 916 | $204.7M | $10.8M |
| 9 | WEST VIRGINIA LABORERS PENSION TRUST FUND WEST VIRGINIA LABORERS PENSION TRUST FUND | CHARLESTON WV | 2,157 | $570.0M | $10.3M |
| 10 | GREATER KANSAS CITY LABORERS PENSION PLAN GREATER KANSAS CITY LABORERS PENSION PLAN | KANSAS CITY MO | 1,310 | $394.7M | $5.9M |
