Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Value Shares/Par in their Schedule of Assets, totaling $485K 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 | BD OF TRUSTEES - INTL BOILERMAKERS LOCAL NO 85 SUPPL WELFARE PLAN TRU INTL BROTHERHOOD BOILERMAKERS LOCAL NO 85 SUPPL WELFARE PLAN TRUST | MAUMEE OH | 347 | $17.4M | $250K |
| 2 | TRUSTEES OF SHEET METAL WORKERS LOCAL 20 GARY AREA PENSION FUND SHEET METAL WORKERS LOCAL NO.20 GARY AREA PENSION | LANSING MI | 499 | $112.6M | $185K |
| 3 |
HOLLAND OH |
| 1,877 |
| $80.1M |
| $50K |
