Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding 5% VALUE : in their Schedule of Assets, totaling $2.4B 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 | AT&T INC. AT&T SAVINGS PLAN MASTER TRUST | DALLAS TX | — | $42.6B | $2.0B |
| 2 | BOEHRINGER INGELHEIM USA CORPORATION BOEHRINGER INGELHEIM USA CORPORATION MASTER INVESTMENT TRUST | RIDGEFIELD CT | — | $4.8B | $219.9M |
| 3 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL MASTER TRUST |
NEW YORK NY |
| — |
| $2.5B |
| $125.3M |
| 4 | AMERICAN CAST IRON PIPE COMPANY ACIPCO MASTER PENSION PLAN TRUST | BIRMINGHAM AL | — | $465.6M | $22K |