Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackstone in their Schedule of Assets, totaling $41.5M 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 | BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $26.0M |
| 2 | ENGINEERS AGC PENSION ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE | SEATTLE WA | 977 | $214.9M | $12.3M |
| 3 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS |
PLYMOUTH MEETING PA |
| 1,803 |
| $1.1B |
| $1.9M |
| 4 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $1.0M |
| 5 | TRUSTEES OF THE UPSTATE NEW YORK BAKERY DRIVERS AND INDUSTRY PENSION F UPSTATE NEW YORK BAKERY DRIVERS AND INDUSTRY PENSION FUND | SYRACUSE NY | 555 | $104.9M | $104K |
| 6 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $95K |
| 7 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $16K |
