Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Evercore Inc. in their Schedule of Assets, totaling $23.6M 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 | NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL NJ | 6,331 | $9.8B | $4.1M |
| 2 | THEATRICAL TEAMSTERS LOCAL 817 PENSION FUND LOCAL 817 IBT PENSION FUND | GREAT NECK NY | 1,251 | $752.8M | $3.0M |
| 3 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN |
ROCKVILLE MD |
| 89,789 |
| $18.1B |
| $2.9M |
| 4 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $2.5M |
| 5 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $1.6M |
| 6 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $1.5M |
| 7 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $897K |
| 8 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK NY | 6,545 | $4.2B | $792K |
| 9 | HAWAIIAN ELECTRIC INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES | HONOLULU HI | 2,139 | $1.9B | $609K |
| 10 | IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES IRONWORKERS NATIONAL PENSION PLAN | OAKBROOK IL | 2,852 | $503.2M | $453K |
