Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Broadridge Finl Solutions Inc Com Stk in their Schedule of Assets, totaling $6.5M 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 | AECOM AECOM DC RETIREMENT PLANS SMA MASTER TRUST | DALLAS TX | — | $721.0M | $2.2M |
| 2 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $1.5M |
| 3 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH PENSION PLAN | WESTBURY |
| 26,078 |
| $2.8B |
| $1.3M |
| 4 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $1.0M |
| 5 | S.C. JOHNSON & SON, INC. S.C. JOHNSON & SON, INC. RETIREE HEALTH CARE PLAN | RACINE WI | 1,029 | $398.9M | $164K |
| 6 | EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO IL | 18,433 | $873.7M | $62K |
| 7 | EXELON CORPORATION PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES | CHICAGO IL | — | $331.7M | $49K |
| 8 | BLUE CROSS AND BLUE SHIELD ASSOCIATION BLUE CROSS AND BLUE SHIELD PLANS' NATIONAL RETIREE HEALTH BENEFITS TRUST | CHICAGO IL | — | $207.7M | $27K |
| 9 | EXELON CORPORATION EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MANAGEMENT EMPLOYEES | CHICAGO IL | — | $104.1M | $16K |
| 10 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION HEALTH CARE PROGRAM | KENNETT SQUARE PA | 12,924 | $499.7M | $11K |
