Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Clearwater Analytics Hds-A in their Schedule of Assets, totaling $2.8M 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 | GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH PA | 8,933 | $1.7B | $1.2M |
| 2 | LORD ABBETT & CO LLC LORD ABBETT SMALL CAP GROWTH TRUST | KANSAS CITY MO | — | $126.4M | $906K |
| 3 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING |
ALAMEDA CA |
| 20,793 |
| $5.4B |
| $409K |
| 4 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC SMALL CAP POOL | KANSAS CITY MO | — | $33.4M | $294K |
| 5 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $8K |