Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding BJ's Wholesale Club Holdings, in their Schedule of Assets, totaling $8.5M 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 | HEWLETT PACKARD ENTERPRISE HEWLETT PACKARD ENTERPRISE 401(K)PLAN | SPRING TX | 14,550 | $8.8B | $1.3M |
| 2 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $1.3M |
| 3 | BELL ASSET MANAGEMENT LTD. |
KANSAS CITY MO |
| — |
| $208.5M |
| $1.3M |
| 4 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $772K |
| 5 | BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STORE RETAIL, WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION AND INDUSTRY PENSION FUND | BIRMINGHAM AL | 1,569 | $618.9M | $726K |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $698K |
| 7 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA PA | 2,425 | $644.1M | $525K |
| 8 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $393K |
| 9 | BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO | WESTERVILLE OH | 15,028 | $2.7B | $381K |
| 10 | EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON DC | 2,086 | $1.2B | $348K |
