Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Evercore Inc. Common Stock in their Schedule of Assets, totaling $3.3M 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 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $2.2M |
| 2 | HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU HI | 2,457 | $426.2M | $470K |
| 3 | BOARD OF TRUSTEES UFCW NO. CALIFORNIA FOOD EMPLOYERS JOINT IND ACCOUNT UFCW NO. CALIFORNIA FOOD EMPLOYERS JOINT INDIVIDUAL ACCOUNT PLAN |
CONCORD CA |
| 25,465 |
| $267.1M |
| $366K |
| 4 | SYSCO CORPORATION SYSCO CORPORATION RETIREMENT PLAN | HOUSTON TX | 9,038 | $2.5B | $195K |
| 5 | CASCADE HEALTH RETIREMENT PLAN FOR EMPLOYEES OF MCKENZIE-WILLAMETTE HOSPITAL | EUGENE OR | 82 | $27.8M | $66K |
| 6 | FEDERAL SIGNAL CORPORATION FEDERAL SIGNAL CORPORATION RETIREMENT PLAN | DOWNERS GROVE IL | 209 | $82.9M | $13K |
| 7 | APPRENTICE AND JOURNEYMAN TRAINING FUND OF SHEET METAL WORKERS LOCAL APPRENTICE & JOURNEYMAN TRAINING FUND OF SHEET METAL WORKERS LOCAL NO. 2 | RAYTOWN MO | 1,322 | $2.0M | $2K |
