Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Elevance Health, Inc. common stock in their Schedule of Assets, totaling $29.3M 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 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $10.4M |
| 2 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL 401(K) PLAN (FKA VIACOMCBS 401(K) PLAN) | NEW YORK NY | 15,335 | $6.4B | $4.4M |
| 3 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN |
RIVERSIDE RI |
| 51,062 |
| $19.0B |
| $4.3M |
| 4 | FIFTH THIRD BANCORP FIFTH THIRD BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 18,855 | $4.0B | $1.5M |
| 5 | UNITED STEEL, PAPER AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN | PITTSBURGH PA | 702 | $788.7M | $1.4M |
| 6 | THE MOUNTAIN COMPANY THE PROFIT SHARING AND RETIREMENT PLAN FOR THE MOUNTAIN COMPANY AND THE LAUREL MANAGEMENT GROUP, INC. | VIENNA WV | 215 | $52.9M | $1.0M |
| 7 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN | MADISON HEIGHTS MI | 2,271 | $544.8M | $760K |
| 8 | TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND | TROY MI | 1,348 | $421.7M | $657K |
| 9 | MILLIKEN & COMPANY THE MILLIKEN RETIREMENT PLAN | SPARTANBURG SC | 5,691 | $1.4B | $497K |
| 10 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $465K |
