Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 497 U.S. retirement plans report holding [Assets held in employer securities] in their Schedule of Assets, totaling $56.7B 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 | PUBLIX SUPER MARKETS, INC. PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | LAKELAND FL | 156,344 | $14.3B | $13.8B |
| 2 | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN | JERSEY CITY NJ | 185,310 | $52.9B | $8.4B |
| 3 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC |
NEW YORK NY |
| 54,084 |
| $22.2B |
| $3.3B |
| 4 | HOUCHENS INDUSTRIES, INC. HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BOWLING GREEN KY | 7,785 | $2.3B | $2.3B |
| 5 | GENUINE MCCARTHY ENTERPRISES, INC. MCCARTHY EMPLOYEE STOCK OWNERSHIP PLAN | ST LOUIS MO | 4,294 | $1.8B | $1.8B |
| 6 | SCOT FORGE COMPANY SCOT FORGE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | SPRING GROVE IL | 486 | $1.4B | $1.4B |
| 7 | THE SUNDT COMPANIES, INC. THE SUNDT COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN | TUCSON AZ | 2,399 | $1.1B | $974.2M |
| 8 | BDO USA, P.C. BDO USA EMPLOYEE STOCK OWNERSHIP PLAN | CHICAGO IL | 9,298 | $915.5M | $796.0M |
| 9 | SHEETZ, INC. SHEETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ALTOONA PA | 14,899 | $686.2M | $686.2M |
| 10 | U-HAUL HOLDING COMPANY U-HAUL HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | PHOENIX AZ | 19,350 | $561.1M | $532.8M |
