Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding UNIFORM MORTGAGE BACKED SECURITIES 5% US GOVERNMENT SECURITIES in their Schedule of Assets, totaling $2.9M 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 | WESTERN ASSET MANAGEMENT COMPANY, LLC WESTERN ASSET US CORE BOND, L.L.C. | PASADENA CA | — | $260.1M | $2.7M |
| 2 | IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES IRONWORKERS LOCAL 11 ANNUITY FUND | SPRINGFIELD NJ | 1,148 | $375.5M | $117K |
| 3 | BOARD OF TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP WELFARE FUND |
NEW YORK NY |
| 1,249 |
| $82.2M |
| $113K |
