Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Applied Industrial Tech Inc Common stock in their Schedule of Assets, totaling $3.0M 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 | EVERSOURCE ENERGY SERVICE COMPANY EVERSOURCE 401K PLAN | HARTFORD CT | 10,538 | $4.0B | $1.3M |
| 2 | WEST VIRGINIA LABORERS PENSION TRUST FUND WEST VIRGINIA LABORERS PENSION TRUST FUND | CHARLESTON WV | 2,157 | $570.0M | $1.1M |
| 3 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN |
DALLAS TX |
| 1,717 |
| $580.5M |
| $252K |
| 4 | JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING MI | 381 | $121.5M | $144K |
| 5 | BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4 FLINT AREA SHEET METAL WORKERS LOCAL 7-4 PENSION FUND | TROY MI | 203 | $61.8M | $50K |
| 6 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSOCIATION PENSION TRUST DEFINED CONTRIBUTION PLAN | BRAINERD MN | 1,008 | $46.5M | $45K |
| 7 | BOARD OF TRUSTEES OF UNITED UNITED CONSTRUCTION WORKERS PENSION FUND | BRAINERD MN | 160 | $48.8M | $35K |
| 8 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSN PENSION TRUST DEFINED BENEFIT PLAN | BRAINERD MN | 381 | $59.0M | $29K |
