Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 253 U.S. retirement plans report holding Citigroup, Inc. in their Schedule of Assets, totaling $1.1B 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 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $733.0M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $38.0M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 |
| — |
| $1.7B |
| $28.5M |
| 4 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $23.5M |
| 5 | BOARD OF TRUSTEES OF GC-NPF GRAPHIC COMMUNICATIONS NATIONAL PENSION FUND | CAROL STREAM IL | 519 | $1.5B | $16.9M |
| 6 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $15.9M |
| 7 | INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS TN | — | $6.4B | $15.6M |
| 8 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $13.6M |
| 9 | PROLOAN BOND FUND, LLC PROLOAN BOND FUND, LLC | RICHMOND VA | — | $1.3B | $13.5M |
| 10 | PACTIV LLC PACTIV GENERAL EMPLOYEE BENEFIT TRUST | LAKE FOREST IL | — | $866.2M | $12.0M |
