Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CONFLUENT INC CL A CL A CUSIP: 20717M103 in their Schedule of Assets, totaling $8.6M 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 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $6.5M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $1.4M |
| 3 | THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US SMALL MID CAP ACTIVE EQUITY FUND |
ATLANTA GA |
| — |
| $154.9M |
| $688K |
