Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Citigroup Inc Com New Common stock in their Schedule of Assets, totaling $586K 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 | BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD CT | 463 | $50.6M | $190K |
| 2 | WINSTON & STRAWN LLP WINSTON & STRAWN LLP CASH BALANCE PLAN | CHICAGO IL | 354 | $148.5M | $142K |
| 3 | HARTE HANKS, INC. HARTE HANKS, INC. PENSION PLAN II |
CHELMSFORD MA |
| 7 |
| $30.8M |
| $81K |
| 4 | OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON NJ | 77 | $132.7M | $52K |
| 5 | BIRLA CARBON USA PENSION PLAN FOR BIRLA CARBON USA | MARIETTA GA | 51 | $18.5M | $34K |
| 6 | BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN | PHILADELPHIA PA | 152 | $99.4M | $34K |
| 7 | COLORCON, INC. COLORCON, INC. EMPLOYEES' PENSION PLAN | HARLEYSVILLE PA | 143 | $79.3M | $27K |
| 8 | PEOPLES SERVICES, INC. PEOPLES SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CANTON OH | 717 | $26.3M | $25K |
