Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 555 U.S. retirement plans report holding (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). in their Schedule of Assets, totaling $1.4M 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 | DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET 401(K) PLAN | SALT LAKE CITY UT | 25,752 | $6.1B | $3K |
| 2 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON VA | 23,584 | $3.4B | $3K |
| 3 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN |
SMYRNA GA |
| 1,896 |
| $979.7M |
| $3K |
| 4 | PENTAIR INC PENTAIR INC RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY MN | 4,636 | $909.7M | $3K |
| 5 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $3K |
| 6 | BARNES & NOBLE, INC. BARNES & NOBLE 401(K) PLAN | WESTBURY NY | 13,045 | $789.9M | $3K |
| 7 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $3K |
| 8 | OKONITE COMPANY INC OKONITE COMPANY EMPLOYEES STOCK OWNERSHIP PLAN | RAMSEY NJ | 1,190 | $446.3M | $3K |
| 9 | ILLINOIS TOOL WORKS INC. ILLINOIS TOOL WORKS INC. RETIREE HEALTH AND WELFARE PLAN | GLENVIEW IL | — | $399.9M | $3K |
| 10 | VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP PA | 2,664 | $372.3M | $3K |
