Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Diageo in their Schedule of Assets, totaling $9.2M 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 | MAYO CLINIC MAYO PENSION PLAN | ROCHESTER MN | 74,151 | $11.8B | $2.1M |
| 2 | BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUND TWIN CITY CARPENTERS AND JOINERS PENSION FUND | BLOOMINGTON MN | 5,909 | $2.0B | $1.4M |
| 3 | BOARD OF TRUSTEES OF GC-NPF GRAPHIC COMMUNICATIONS NATIONAL PENSION FUND |
CAROL STREAM IL |
| 519 |
| $1.5B |
| $968K |
| 4 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $924K |
| 5 | PPG INDUSTRIES, INC. PPG INDUSTRIES, INC. PENSION PLAN TRUST | PITSBURGH PA | — | $693.0M | $846K |
| 6 | AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS TX | — | $11.7B | $805K |
| 7 | TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401K ELECTRICAL WORKERS LOCAL NO. 292 DEFINED CONTRIBUTION AND 401K PLAN | BROOKLYN PARK MN | 5,698 | $1.2B | $430K |
| 8 | BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY CA | 61,464 | $5.9B | $374K |
| 9 | NRG ENERGY, INC. NRG ENERGY MASTER RETIREMENT TRUST | PRINCETON NJ | — | $782.9M | $349K |
| 10 | TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLAN ELECTRICAL WORKERS LOCAL NO. 292 PENSION PLAN | BROOKLYN PARK MN | 2,466 | $447.5M | $293K |
