Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Everest Group, Ltd Common stock - in their Schedule of Assets, totaling $17.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $6.2M |
| 2 | NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE WA | 58,257 | $4.3B | $4.1M |
| 3 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B |
| $4.1M |
| 4 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $886K |
| 5 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $582K |
| 6 | BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING MI | 9,786 | $1.3B | $569K |
| 7 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $317K |
| 8 | MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY MI | 1,097 | $195.0M | $246K |
| 9 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST | SUSSEX WI | — | $2.1B | $87K |
| 10 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION DEFINED BENEFIT RETIREMENT PLAN | ARTESIA NM | 93 | $50.6M | $18K |
