Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Barclays Plc in their Schedule of Assets, totaling $89.8M 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 | INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS TN | — | $6.4B | $16.8M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $7.9M |
| 3 | THE BANK OF NEW YORK MELLON THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN |
PITTSBURGH PA |
| 5,336 |
| $5.2B |
| $5.3M |
| 4 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $4.6M |
| 5 | LSV ASSET MANAGEMENT LSV INTERNATIONAL VALUE EQUITY TRUST | CHICAGO IL | — | $772.8M | $4.4M |
| 6 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $4.0M |
| 7 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $4.0M |
| 8 | BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND | WASHINGTON DC | 26,987 | $1.9B | $3.7M |
| 9 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $3.5M |
| 10 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $3.5M |
