Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Factset Research Systems in their Schedule of Assets, totaling $504K 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 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $434K |
| 2 | ESCANABA PAPER COMPANY UNION RETIREMENT INSURANCE TRUST FUND ESCANABA PAPER COMPANY UNION RETIREMENT TRUST FUND | ESCANABA MI | 479 | $5.4M | $61K |
| 3 | P&M HOLDING GROUP, LLP |
SOUTHFIELD MI |
| 353 |
| $71.7M |
| $7K |
| 4 | BOARD OF TRUSTEES-ASBESTOS WORKERS LOCAL 18 RESA TRUST FUND ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TRUST FUND | INDIANAPOLIS IN | 657 | $5.5M | $3K |
