Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Bank of Marin Bancorp in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACADIAN ASSET MANAGEMENT LLC ACADIAN US MICROCAP EQUITY FUND, LLC | BOSTON MA | — | $494.0M | $1.9M |
| 2 | TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE RI | — | $7.9B | $540K |
| 3 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN |
ROCKVILLE MD |
| 89,789 |
| $18.1B |
| $469K |
| 4 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $333K |
| 5 | SIEMENS CORPORATION MASTER TRUST FOR SIEMENS SAVINGS PLANS | ISELIN NJ | — | $9.7B | $204K |
| 6 | BANK OF MARIN BANK OF MARIN 401(K) PLAN | NOVATO CA | 278 | $46.9M | $72K |
| 7 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $66K |
| 8 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $50K |
| 9 | PEPSICO, INC. PEPSICO, INC. DEFINED BENEFIT MASTER TRUST | PURCHASE NY | — | $11.2B | $40K |
| 10 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $12K |
