Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Wa Cap Jmt Mtg Income Reserve Shares in their Schedule of Assets, totaling $10.5M 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 | BOARD OF TRUSTEES INTERMOUNTAIN IRONWORKERS PENSION TRUST INTERMOUNTAIN IRONWORKERS PENSION TRUST | SALT LAKE CITY UT | 690 | $161.7M | $10.5M |
