Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CARLYLE GROUP INC/THE Common Stock in their Schedule of Assets, totaling $11.5M 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 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $9.3M |
| 2 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $1.3M |
| 3 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST | SUSSEX WI |
| — |
| $2.1B |
| $889K |
| 4 | TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND | ELMWOOD PARK NJ | 477 | $74.5M | $44K |
| 5 | THE MANUFACTURERS INVESTMENT CORPORATION JOHN HANCOCK PENSION PLAN | BOSTON MA | 4,993 | $1.9B | $25K |
