Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Appfolio Inc. in their Schedule of Assets, totaling $3.2M 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 | AARP AARP EMPLOYEES' PENSION PLAN | WASHINGTON DC | 2,180 | $1.6B | $1.4M |
| 2 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $773K |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT |
| — |
| $42.1B |
| $304K |
| 4 | SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD CA | 8,726 | $4.7B | $302K |
| 5 | G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS FL | 7,126 | $597.6M | $233K |
| 6 | BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUND KANSAS CITY CEMENT MASONS PENSION FUND | KANSAS CITY MO | 803 | $104.8M | $187K |
| 7 | BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS IN | 676 | $63.2M | $14K |
| 8 | BOARD OF TRUSTEES-ASBESTOS WORKERS LOCAL 18 RESA TRUST FUND ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TRUST FUND | INDIANAPOLIS IN | 657 | $5.5M | $11K |
