Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,471 U.S. retirement plans report holding [Assets held in pooled separate account] in their Schedule of Assets, totaling $23.2B 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, EIGHTH DISTRICT ELECTRICAL PENSION EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN | LAS VEGAS NV | 22,346 | $1.1B | $1.1B |
| 2 | PEARSON EDUCATION INC THE PEARSON RETIREMENT PLAN 401(K) | HOBOKEN NJ | 9,848 | $2.4B | $934.6M |
| 3 | LOCKHEED MARTIN CORPORATION |
BETHESDA MD |
| — |
| $23.7B |
| $558.1M |
| 4 | AMDOCS, INC. AMDOCS, INC. 401(K) PLAN | ST LOUIS MO | 3,912 | $850.8M | $534.1M |
| 5 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $409.9M |
| 6 | GROUP MANAGEMENT SERVICES, INC. GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | RICHFIELD OH | 15,988 | $419.6M | $395.5M |
| 7 | EMPLOYERS MUTUAL CASUALTY COMPANY EMPLOYERS MUTUAL CASUALTY COMPANY RETIREMENT PLAN | DES MOINES IA | 1,878 | $361.8M | $355.0M |
| 8 | FAST LP FAST ENTERPRISES, LLC PROFIT SHARING 401K PLAN | CENTENNIAL CO | 2,045 | $303.9M | $294.2M |
| 9 | ENDEAVOR PARENT, LLC ENDEAVOR 401(K) PLAN | NEW YORK NY | 3,996 | $638.0M | $251.2M |
| 10 | INOVALON, INC. INOVALON, INC. 401(K) RETIREMENT SAVINGS PLAN | BOWIE MD | 1,824 | $232.7M | $219.8M |
