Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Carlyle Group Inc/The in their Schedule of Assets, totaling $18.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $4.5M |
| 2 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $4.5M |
| 3 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN |
ST. PAUL MN |
| 27,531 |
| $4.2B |
| $3.8M |
| 4 | BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUST PUGET SOUND ELECTRICAL WORKERS PENSION PLAN | SEATTLE WA | 4,745 | $1.3B | $1.7M |
| 5 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $1.6M |
| 6 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $1.3M |
| 7 | MOUNT NITTANY MEDICAL CENTER PENSION PLAN FOR EMPLOYEES OF MOUNT NITTANY MEDICAL CENTER | STATE COLLEGE PA | 1,047 | $188.1M | $675K |
| 8 | BOARD OF TRUSTEES IRON WORKERS IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND | DORCHESTER MA | 2,142 | $683.1M | $396K |
| 9 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $270K |
| 10 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $102K |
