Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CVS Pass-Through Trust in their Schedule of Assets, totaling $1.9M 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 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. CONSOLIDATED PENSION PLAN | PHILADELPHIA PA | 365 | $86.2M | $686K |
| 2 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $514K |
| 3 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW |
BOSTON MA |
| 6,140 |
| $1.9B |
| $426K |
| 4 | BOARD OF TRUSTEES OF NECA/IBEW FAMILY MEDICAL CARE TRUST FUND NECA/IBEW FAMILY MEDICAL CARE TRUST FUND | ROCKVILLE MD | 37,969 | $1.1B | $195K |
| 5 | ASBESTOS WORKERS PHILADELPHIA WELFARE FUND ASBESTOS WORKERS PHILADELPHIA WELFARE FUND | PHILADELPHIA PA | 457 | $32.9M | $53K |