Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Aia Group, LTD Common Stock in their Schedule of Assets, totaling $108.4M 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 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. EMERGING MARKETS EQUITY SERIES | MINNEAPOLIS MN | — | $3.0B | $85.4M |
| 2 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $16.0M |
| 3 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN |
RIVERSIDE RI |
| 51,062 |
| $19.0B |
| $2.5M |
| 4 | SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO IL | — | $793.7M | $968K |
| 5 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $606K |
| 6 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN | BETHESDA MD | 94,445 | $51.4B | $549K |
| 7 | TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND | TROY MI | 1,348 | $421.7M | $530K |
| 8 | BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | HARTFORD CT | 9,160 | $1.0B | $496K |
| 9 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $322K |
| 10 | THYSSENKRUPP NORTH AMERICA, LLC THYSSENKRUPP EQUITY MASTER TRUST UNIT | BEAVERTON OR | — | $100.1M | $298K |
