Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Citigroup in their Schedule of Assets, totaling $6.2M 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 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $3.3M |
| 2 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $1.6M |
| 3 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY |
CINCINNATI OH |
| 2,560 |
| $1.2B |
| $659K |
| 4 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $250K |
| 5 | BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU | ROCK ISLAND IL | 887 | $45.3M | $243K |
| 6 | COMPUNETICS, INC. PROFIT SHARING PLAN COMPUNETICS, INC. PROFIT SHARING PLAN | MONROEVILLE PA | 429 | $18.1M | $107K |
| 7 | MONTANA TEAMSTERS - CONTRACTORS / EMPLOYERS BOARD OF TRUSTEES MONTANA TEAMSTERS - CONTRACTORS / EMPLOYERS TRUST | SEATTLE WA | 1,630 | $45.7M | $85K |
