Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Erste Group Bank Common stock in their Schedule of Assets, totaling $1.7M 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 | EARNEST PARTNERS, LLC EARNEST INTERNATIONAL POOLED GROUP TRUST | ATLANTA GA | — | $48.3M | $1.3M |
| 2 | BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS MI | 249 | $33.8M | $121K |
| 3 | JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD |
BINGHAM FARMS MI |
| 37 |
| $19.4M |
| $100K |
| 4 | SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY MI | 1,429 | $30.4M | $93K |
| 5 | SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY MI | 1,122 | $16.4M | $53K |
| 6 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND | TROY MI | 494 | $16.4M | $31K |
| 7 | SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND | BINGHAM FARMS MI | 30 | $2.6M | $7K |
