Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AFL-CIO Equity Index Fund in their Schedule of Assets, totaling $1.1B 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY PENSION TRUST | VANDALIA OH | 3,646 | $1.2B | $468.5M |
| 2 | BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUST OPERATING ENGINEERS PENSION TRUST | PASADENA CA | 11,899 | $3.1B | $451.4M |
| 3 | I.U.O.E. LOCAL 132 PENSION FUND |
HUNTINGTON WV |
| 1,524 |
| $559.3M |
| $68.9M |
| 4 | THEATRICAL TEAMSTERS LOCAL 817 PENSION FUND LOCAL 817 IBT PENSION FUND | GREAT NECK NY | 1,251 | $752.8M | $26.9M |
| 5 | BOARD OF TRUSTEES USW DISTRICT 10,LOCAL 286, USW DISTRICT 10, LOCAL 286, PENSION PLAN | PHILADELPHIA PA | 0 | $72.2M | $19.3M |
| 6 | UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FD UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FUND | ONA WV | 139 | $33.6M | $15.2M |
| 7 | BOARD OF TRUSTEES LOCAL 475 PENSION PLAN LOCAL 475 PENSION PLAN | PELHAM NY | 314 | $88.2M | $13.7M |
