Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Ullico in their Schedule of Assets, totaling $24.3M 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 | ENGINEERS AGC PENSION ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE | SEATTLE WA | 977 | $214.9M | $10.3M |
| 2 | THE TRUSTEES OF THE DEFINED RETIREMENT PLAN OF USMX/NYSA/CCCSC THE DEFINED RETIREMENT PLAN OF USMX/NYSA/CCCSC | LYNDHURST NJ | 36 | $102.3M | $7.0M |
| 3 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY |
PLEASANTON CA |
| 29,190 |
| $1.6B |
| $6.9M |
