Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Carrier Global Corp. in their Schedule of Assets, totaling $59.2M 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 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $13.5M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $13.0M |
| 3 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN |
SAN FRANCISCO CA |
| 16,115 |
| $9.7B |
| $8.5M |
| 4 | BURGUNDY ASSET MANAGEMENT LTD. BURGUNDY FUNDS, DST GLOBAL EQUITY PORTFOLIO | — | — | $169.6M | $2.8M |
| 5 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $2.6M |
| 6 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $2.6M |
| 7 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $2.2M |
| 8 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $2.0M |
| 9 | MCKESSON CORPORATION MCKESSON CORPORATION 401(K) RETIREMENT SAVINGS PLAN | IRVING TX | 26,640 | $5.7B | $1.8M |
| 10 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $1.5M |
