Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Advanced Energy Inds Inc Com in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $825K |
| 2 | FIRST NATIONAL BANK OF OMAHA FIRST NATIONAL BANK OF OMAHA PENSION PLAN | OMAHA NE | 759 | $281.5M | $99K |
| 3 | WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN |
GLENDALE WI |
| 79 |
| $39.0M |
| $61K |
| 4 | TRUSTEES OF 786 IBT MATERIAL WELFARE FUND BUILDING MATERIAL CHAUFFEURS, TEAMSTERS & HELPERS WELFARE FUND OF CHICAGO | CHICAGO IL | 1,545 | $64.6M | $61K |
| 5 | BOARD OF TRUSTEES, SHEET METAL WORKERS' HEALTH PLAN SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA AND NEVADA | MANHATTAN BEACH CA | 5,081 | $198.1M | $36K |
| 6 | S.C. JOHNSON & SON, INC. S.C. JOHNSON & SON, INC. RETIREE HEALTH CARE PLAN | RACINE WI | 1,029 | $398.9M | $23K |
| 7 | UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING PA | 6,739 | $872.0M | $18K |
| 8 | BLUE CROSS AND BLUE SHIELD ASSOCIATION BLUE CROSS AND BLUE SHIELD PLANS' NATIONAL RETIREE HEALTH BENEFITS TRUST | CHICAGO IL | — | $207.7M | $14K |
