U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC NEUBERGER BERMAN U.S. EQUITY INDEX PUTWRITE FUND LLC | NEW YORK NY | — | $1.6B | $174.3M |
| 2 | TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A. PLUMBERS' PENSION FUND, LOCAL 130, U.A. | CHICAGO IL | 3,098 | $1.7B | $6.7M |
| 3 | TRUSTEES OF TEAMSTERS LOCAL 301 TEAMSTERS' LOCAL 301 PENSION PLAN | WAUKEGAN IL | 795 | $452.5M | $3.9M |
| 4 | CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEES CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. | ST LOUIS MO | 3,672 | $1.2B | $2.0M |
| 5 | BOARD OF TRUSTEES OF SMART LOCAL UNION NO. 36 WELFARE PLAN INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS (SMART) LOCAL NO. 36 WELFARE PLAN | ST. LOUIS MO | 1,433 | $60.7M | $380K |
