Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Citibank, N.A. in their Schedule of Assets, totaling $1.7M 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 | ROSS INDUSTRIES, INC. ROSS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | HAUPPAUGE NY | 113 | $46.1M | $835K |
| 2 | BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND | WEST COVINA CA | 853 | $39.2M | $498K |
| 3 | OREGON EDUCATION ASSOCIATION |
TIGARD OR |
| 19,365 |
| $98.0M |
| $417K |