Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Chubb Limited in their Schedule of Assets, totaling $7.2M 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 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $3.0M |
| 2 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $1.7M |
| 3 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA |
PASADENA CA |
| 8,896 |
| $1.5B |
| $961K |
| 4 | CALERES, INC. CALERES, INC. RETIREMENT PLAN | ST LOUIS MO | 3,081 | $312.0M | $465K |
| 5 | FIRST STATE BANK OF UVALDE FIRST STATE BANK OF UVALDE RETIREMENT PLAN MASTER TRUST | UVALDE TX | — | $0 | $382K |
| 6 | WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN | CHICAGO IL | 240 | $153.6M | $303K |
| 7 | MIDWAY FORD TRUCK CENTER INC. MIDWAY FORD TRUCK CENTER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | KANSAS CITY MO | 241 | $61.1M | $166K |
| 8 | BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND LOCAL 338 HEALTH AND WELFARE FUND | MINEOLA NY | 2,487 | $43.2M | $141K |
| 9 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 5,072 | $4.5B | $69K |
| 10 | COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA PENSION PLAN | FRESNO CA | 2,859 | $277.6M | $63K |
