Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Citibank Na in their Schedule of Assets, totaling $9.0M 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 | LAZARD ASSET MANAGEMENT LLC LAZARD CORE FIXED INCOME PORTFOLIO | KANSAS CITY MO | — | $167.7M | $3.2M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $2.8M |
| 3 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN |
COLUMBUS OH |
| 2,585 |
| $702.3M |
| $587K |
| 4 | AARP AARP EMPLOYEES' PENSION PLAN | WASHINGTON DC | 2,180 | $1.6B | $516K |
| 5 | BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUND LOCAL 138 PENSION TRUST FUND | DEER PARK NY | 152 | $111.3M | $505K |
| 6 | UPMC UPMC MASTER TRUST | PITTSBURGH PA | — | $2.9B | $400K |
| 7 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $309K |
| 8 | DASSAULT FALCON JET CORPORATION DASSAULT FALCON JET CORPORATION RETIREMENT INCOME PLAN | LITTLE FERRY NJ | 1,106 | $274.7M | $253K |
| 9 | SENTARA HEALTH SENTARA PENSION PLAN | VIRGINIA BEACH VA | 16,048 | $3.2B | $154K |
| 10 | ROCHESTER ELECTRONICS, LLC ROCHESTER ELECTRONICS, LLC 401(K) PROFIT SHARING PLAN | NEWBURYPORT MA | 658 | $64.4M | $100K |
