Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Eastern Bankshares, Inc. in their Schedule of Assets, totaling $10.6M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $2.7M |
| 2 | THE GOLDMAN SACHS GROUP, INC. THE GOLDMAN SACHS 401(K) PLAN | NEW YORK NY | 23,891 | $12.8B | $2.2M |
| 3 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN |
COSTA MESA CA |
| 11,289 |
| $2.6B |
| $1.1M |
| 4 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $846K |
| 5 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN | COLUMBUS OH | 15,217 | $4.1B | $675K |
| 6 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $645K |
| 7 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $530K |
| 8 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $435K |
| 9 | BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERS WESTERN UNITE HERE AND EMPLOYERS PENSION FUND | SAN FRANCISCO CA | 68,191 | $3.7B | $346K |
| 10 | BOARD OF TRUSTEES, UTAH PIPE TRADES PENSION UTAH PIPE TRADES PENSION TRUST FUND | PLEASANTON CA | 1,181 | $263.3M | $197K |
