Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B ^ 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 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $1.4M |
| 2 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $721K |
| 3 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. |
SANTA BARBARA CA |
| 241 |
| $235.8M |
| $461K |
| 4 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $448K |
| 5 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP RETIREMENT PLAN | CHICAGO IL | 310 | $210.6M | $246K |
| 6 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR PARTNERS AND SUPPORT STAFF | CHICAGO IL | 336 | $135.9M | $163K |
| 7 | WESLEYLIFE WESLEYLIFE 401(K) PROFIT SHARING PLAN | JOHNSTON IA | 1,574 | $38.8M | $145K |
| 8 | SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO TX | 486 | $59.5M | $44K |
| 9 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR ATTORNEY EMPLOYEES | CHICAGO IL | 156 | $33.0M | $39K |
