Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding December 31 in their Schedule of Assets, totaling $312K 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 | VALERO ENERGY CORPORATION VALERO ENERGY CORPORATION PENSION PLAN | SAN ANTONIO TX | 6,554 | $2.6B | $31K |
| 2 | CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INC CAIS MULTIPLE EMPLOYER PLAN | MYSTIC CT | 1,195 | $256.8M | $31K |
| 3 | AIR DISTRIBUTION TECHNOLOGIES, INC. |
PLANTO TX |
| 2,920 |
| $122.9M |
| $31K |
| 4 | ENTERGY CORPORATION ENTERGY CORPORATION RETIREMENT PLAN III | NEW ORLEANS LA | 43 | $111.1M | $31K |
| 5 | CASSENS TRANSPORT COMPANY CASSENS RETIREMENT PLAN | EDWARDSVILLE IL | 181 | $61.5M | $31K |
| 6 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN | WILMINGTON DE | 147 | $54.5M | $31K |
| 7 | LMT MERCER GROUP, INC. LMT MERCER GROUP, INC. 401(K) PLAN | EWING NJ | 302 | $16.6M | $31K |
| 8 | SMG SERVICES, LLC SMG SERVICES, LLC 401(K) PLAN | NEW YORK NY | 247 | $8.7M | $31K |
| 9 | PERSONAL HEALTHCARE MANAGEMENT, LLC PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN | TARRYTOWN NY | 1,758 | $5.9M | $31K |
| 10 | AMBIANCE APPAREL AMBIANCE APPAREL 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 119 | $3.2M | $31K |
