Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding 3i Group PLC in their Schedule of Assets, totaling $32.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $18.3M |
| 2 | LSV ASSET MANAGEMENT LSV INTERNATIONAL VALUE EQUITY TRUST | CHICAGO IL | — | $772.8M | $5.7M |
| 3 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN |
STAMFORD CT |
| 74,487 |
| $23.2B |
| $4.6M |
| 4 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $1.5M |
| 5 | VERIZON COMMUNICATIONS INC. THE PLAN FOR GROUP INSURANCE | BASKING RIDGE NJ | 68,030 | $237.8M | $979K |
| 6 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $969K |
| 7 | SOUTHERN CALIFORNIA EDISON COMPANY EDISON INTERNATIONAL WELFARE BENEFIT PLAN | ROSEMEAD CA | 13,814 | $1.5B | $140K |
| 8 | HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU HI | 430 | $316.2M | $120K |
| 9 | HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING | HONOLULU HI | 439 | $108.9M | $50K |
| 10 | KPH HEALTHCARE SERVICES, INC. KPH HEALTHCARE SERVICES, INC. PENSION PLAN | GOUVERNEUR NY | 104 | $23.5M | $39K |
