Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Berkshire Hathaway, Inc. Class B Common stock in their Schedule of Assets, totaling $3.4M 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 | MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY IL | 396 | $60.4M | $1.5M |
| 2 | HALOCARBON PRODUCTS CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF HALOCARBON PRODUCTS CORPORATION | PEACHTREE CORNERS GA | 53 | $12.4M | $1.4M |
| 3 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND |
HARMONY PA |
| 1,652 |
| $479.3M |
| $227K |
| 4 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS PROFIT SHARING PLAN | NEW HAVEN CT | 50 | $27.2M | $227K |
| 5 | NWL, INC. NWL, INC. 401(K) RETIREMENT PLAN | BORDENTOWN NJ | 224 | $32.9M | $82K |
| 6 | AHF INDUSTRIES, INC. PLUTO CORPORATION PROFIT SHARING PLAN | FRENCH LICK IN | 150 | $2.9M | $32K |
| 7 | IMPACT ENERGY TRUST IMPACT ENERGY TRUST | LEXINGTON KY | 853 | $2.8M | $15K |
| 8 | APPRENTICE AND JOURNEYMAN TRAINING FUND OF SHEET METAL WORKERS LOCAL APPRENTICE & JOURNEYMAN TRAINING FUND OF SHEET METAL WORKERS LOCAL NO. 2 | RAYTOWN MO | 1,322 | $2.0M | $4K |
