Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Broadcom, LTD Common Stock in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $4.5M |
| 2 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $831K |
| 3 | PETERSON HOLDING COMPANY PETERSON TRUCKS, INC. PENSION PLAN |
SAN LEANDRO CA |
| 73 |
| $6.1M |
| $94K |
| 4 | AMERICAN TRUCKING ASSOCIATIONS, INC. ATA PENSION PLAN | WASHINGTON DC | 35 | $12.6M | $64K |