Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding date in their Schedule of Assets, totaling $1.2B 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 | TOYOTA MOTOR NORTH AMERICA, INC. TOYOTA MOTOR SALES, U.S.A., INC. PENSION PLAN | PLANO TX | 4,646 | $4.6B | $1.1B |
| 2 | AIR LINE PILOTS ASSOCIATION, INTERNATIONAL AIR LINE PILOTS ASSOCIATION, INTERNATIONAL PILOT WELFARE BENEFIT TRUST | MCLEAN VA | 13,192 | $81.2M | $8.6M |
| 3 | JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES |
TROY MI |
| 703 |
| $147.7M |
| $8.4M |
| 4 | BROWN AND CALDWELL BROWN AND CALDWELL EMPLOYEE STOCK OWNERSHIP PLAN | LAKEWOOD CO | 2,224 | $75.8M | $5.2M |
| 5 | THE ORCHESTRAL ASSOCIATION THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES | CHICAGO IL | 27 | $14.8M | $4.0M |
| 6 | COLUMBUS REGIONAL HEALTHCARE SYSTEM COLUMBUS REGIONAL HEALTHCARE SYSTEM EMPLOYEES' PENSION PLAN | WHITEVILLE NC | 164 | $28.9M | $3.4M |
| 7 | COPELAND SCROLL COMPRESSORS LP COPELAND CORPORATION RETIREMENT INCOME PLAN FOR EMPLOYEES IN COLLECTIVE BARGAINING UNIT | SYDNEY OH | 366 | $60.6M | $3.2M |
| 8 | SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION SAN DIEGO SYMPHONY ORCHESTRA MUSICIANS' PENSION PLAN | ESCONDIDO CA | 104 | $12.8M | $2.5M |
| 9 | TRUSTEES UNDER IBEW LU 150 WELFARE FUND IBEW LOCAL NO. 150 WELFARE FUND | LEXINGTON KY | 641 | $47.6M | $2.2M |
| 10 | L & L ENTERPRISES L&L ENTERPRISES EMPLOYEE WELFARE BENEFIT PLAN TRUST | DODGE CITY KS | 173 | $439K | $264K |
