Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Everest Group, LTD. in their Schedule of Assets, totaling $56.2M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $17.9M |
| 2 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $6.7M |
| 3 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES |
SEATTLE WA |
| — |
| $73.5B |
| $4.4M |
| 4 | SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK NY | 13,338 | $6.2B | $4.3M |
| 5 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $4.2M |
| 6 | WALGREEN CO WALGREENS RETIREMENT SAVINGS MASTER TRUST | DEERFIELD IL | — | $14.5B | $3.3M |
| 7 | NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL NJ | 6,331 | $9.8B | $2.5M |
| 8 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $2.1M |
| 9 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $1.6M |
| 10 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $1.1M |
