Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Canadian Pacific Kansas City Ltd Common stock in their Schedule of Assets, totaling $24.4M 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 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $12.0M |
| 2 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES CA | — | $198.0M | $5.6M |
| 3 | PARAMOUNT GLOBAL |
NEW YORK NY |
| 15,335 |
| $6.4B |
| $5.5M |
| 4 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $1.1M |
| 5 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $98K |
| 6 | SUNBEAM TELEVISION CORPORATION SUNBEAM TELEVISION CORPORATION RETIREMENT PLAN | MIAMI FL | 426 | $167.4M | $85K |
| 7 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $38K |
| 8 | PETERSON HOLDING COMPANY PETERSON TRUCKS, INC. PENSION PLAN | SAN LEANDRO CA | 73 | $6.1M | $23K |
| 9 | WHDH-TV PENSION PLAN FOR TECHNICIANS OF WHDH-TV, INC. | BOSTON MA | 84 | $27.2M | $13K |
