Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding External Fund in their Schedule of Assets, totaling $395.8M 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 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $56.3M |
| 2 | ATH HOLDING COMPANY, LLC ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST | INDIANAPOLIS IN | — | $11.9B | $37.9M |
| 3 | UNILEVER UNITED STATES, INC. |
ENGLEWOOD CLIFFS NJ |
| — |
| $2.2B |
| $35.5M |
| 4 | K&L GATES LLP K&L GATES LLP 401(K) PROGRAM MASTER TRUST | PITTSBURGH PA | — | $1.4B | $29.3M |
| 5 | COMCAST CORPORATION COMCAST CORPORATON EMPLOYEE SAVINGS PLANS MASTER T | PHILADELPHIA PA | — | $20.5B | $29.2M |
| 6 | CNH INDUSTRIAL U.S.A. RETIREMENT BOARD CNH INDUSTRIAL U.S.A. DEFINED CONTRIBUTION MASTER TRUST | RACINE WI | — | $2.3B | $26.3M |
| 7 | BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON NJ | 0 | $11.7B | $24.3M |
| 8 | LYONDELL CHEMICAL CO, EQUISTAR CHEMICALS LP, & HOUSTON REFINING LP LYONDELL CHEMICAL COMPANY, EQUISTAR CHEMICALS LP, AND HOUSTON REFINING, LP MASTER TRUST | HOUSTON TX | — | $2.8B | $21.7M |
| 9 | THE EMORY CLINIC, INC. THE EMORY CLINIC, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,350 | $1.0B | $15.3M |
| 10 | EMORY HEALTHCARE, INC. EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN | ATLANTA GA | 35,518 | $2.8B | $12.8M |
