Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Donaldson, Inc. in their Schedule of Assets, totaling $3.7M 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 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | NEW ORLEANS LA | 886 | $139.4M | $625K |
| 2 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $573K |
| 3 | GREATER PENNSYLVANIA CARPENTERS' PENSION FUND |
PITTSBURGH PA |
| 8,933 |
| $1.7B |
| $523K |
| 4 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $479K |
| 5 | BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK NY | 27,574 | $2.6B | $469K |
| 6 | BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLAN UFCW UNION LOCAL NO. 655, FOOD EMPLOYER'S JOINT PE | BALLWIN MO | 6,048 | $779.9M | $423K |
| 7 | BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 IRON WORKERS' LOCAL NO. 25 PENSION FUND | TROY MI | 1,795 | $565.1M | $337K |
| 8 | BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN CENTRAL IOWA CARPENTERS PENSION PLAN | BLOOMINGTON MN | 897 | $202.0M | $125K |
| 9 | BRD OF TRUSTEES OF THE UBC HEALTHCARE TRUST FUND UBC HEALTHCARE TRUST FUND | GOODLETTSVILLE TN | 962 | $62.8M | $87K |
| 10 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $56K |
