Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Citigroup, Inc. Common stock in their Schedule of Assets, totaling $18.3M 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 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL 401(K) PLAN (FKA VIACOMCBS 401(K) PLAN) | NEW YORK NY | 15,335 | $6.4B | $2.8M |
| 2 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $2.6M |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST |
ATLANTA GA |
| — |
| $4.8B |
| $2.1M |
| 4 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $2.1M |
| 5 | CONTINENTAL CASUALTY COMPANY CNA 401K PLAN | CHICAGO IL | 5,585 | $2.5B | $1.8M |
| 6 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $1.4M |
| 7 | THE MANUFACTURERS INVESTMENT CORPORATION JOHN HANCOCK PENSION PLAN | BOSTON MA | 4,993 | $1.9B | $857K |
| 8 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $608K |
| 9 | MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND | LANSING MI | 2,386 | — | $494K |
| 10 | DRUMMOND COMPANY, INC. USWA DRUMMOND COMPANY PENSION AGREEMENT | BIRMINGHAM AL | 265 | $48.9M | $410K |
