Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Citigroup Inc Com New in their Schedule of Assets, totaling $5.6M 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 | BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH CA | 5,519 | $1.4B | $3.3M |
| 2 | TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS MO | 11,875 | $3.4B | $1.2M |
| 3 |
PURCHASE NY |
| 76 |
| $33.9M |
| $306K |
| 4 | CONCORD GENERAL MUTUAL INSURANCE COMPANY CONCORD GENERAL MUTUAL INSURANCE COMPANY EMPLOYEES PENSION PLAN | BEDFORD NH | 59 | $99.4M | $296K |
| 5 | BOARD OF TRUSTEES, SHEET METAL WORKERS' HEALTH PLAN SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA AND NEVADA | MANHATTAN BEACH CA | 5,081 | $198.1M | $232K |
| 6 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $72K |
| 7 | BETHESDA HOSPITAL, INC. BETHESDA RETIREMENT PLAN | BOYNTON BEACH FL | 280 | $171.6M | $50K |
| 8 | BOCA RATON REGIONAL HOSPITAL, INC. BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN | BOCA RATON FL | 358 | $74.7M | $36K |
| 9 | THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERNATIONAL ASSOCIATION OF LIONS CLUBS | OAK BROOK IL | 40 | $53.4M | $21K |
| 10 | CHURCH HOMES, INC., CONGREGATIONAL CHURCH HOMES, INC., CONGREGATIONAL DEFINED CONTRIBUTION RETIREMENT PLAN | HARTFORD CT | 182 | $12.0M | $13K |
