Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding BLOOMBERG ROLL SELECT COMMODITY IND in their Schedule of Assets, totaling $61.5M 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 | PWC US GROUP LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC | TAMPA FL | 49,697 | $13.2B | $12.1M |
| 2 | DEUTSCHE BANK AMERICAS HOLDING CORP DEUTSCHE BANK MATCHED SAVINGS PLAN | NEW YORK NY | 7,791 | $4.5B | $5.7M |
| 3 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN |
MAPLEWOOD MN |
| 11,390 |
| $2.6B |
| $4.9M |
| 4 | GRAPHIC PACKAGING INTERNATIONAL, LLC GRAPHIC PACKAGING INTL., LLC MASTER TRUST | ATLANTA GA | — | $1.8B | $4.7M |
| 5 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK NY | 54,084 | $22.2B | $3.9M |
| 6 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $2.6M |
| 7 | CAMBIA HEALTH SOLUTIONS, INC. CAMBIA HEALTH SOLUTIONS, INC. 401(K) SAVINGS PLAN | PORTLAND OR | 4,574 | $1.5B | $2.6M |
| 8 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST TARGET RETIREMENT 2025 | KANSAS CITY MO | — | $71.9M | $2.5M |
| 9 | SODEXO, INC. SODEXO 401(K) EMPLOYEES' RETIREMENT SAVINGS TRUST | NORTH BETHESDA MD | — | $2.4B | $2.2M |
| 10 | LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM | BATON ROUGE LA | 3,333 | $660.6M | $2.0M |
