Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 393 U.S. retirement plans report holding [Assets held in common stock] in their Schedule of Assets, totaling $30.3B 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 | BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND | NEW YORK NY | 115,036 | $16.9B | $4.9B |
| 2 | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN | JERSEY CITY NJ | 185,310 | $52.9B | $4.7B |
| 3 | LOCKHEED MARTIN CORPORATION |
BETHESDA MD |
| — |
| $23.7B |
| $4.6B |
| 4 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK NY | 54,084 | $22.2B | $2.9B |
| 5 | THE GOLDMAN SACHS GROUP, INC. THE GOLDMAN SACHS 401(K) PLAN | NEW YORK NY | 23,891 | $12.8B | $2.2B |
| 6 | THE KROGER CO. THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST | CINCINNATI OH | — | $10.1B | $1.2B |
| 7 | PENSION PLAN OF LOCAL 464A PENSION PLAN OF LOCAL 464A | LITTLE FALLS NJ | 8,568 | $1.4B | $1.2B |
| 8 | ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAM NFL PLAYER ANNUITY PROGRAM | BALTIMORE MD | 2,790 | $2.0B | $903.0M |
| 9 | NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN | NEWTOWN SQUARE PA | 26,202 | $3.4B | $674.3M |
| 10 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY GROUP INSURANCE PROGRAM | ELMHURST IL | 4,465 | $599.4M | $488.7M |
