Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Federal National Mortgage Association in their Schedule of Assets, totaling $71.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INVESCO ADVISERS, INC INVESCO GOVERNMENT LIQUIDITY FUND, A SERIES OF INVESCO MULTI SERIES FUNDS II, LLC | ATLANTA GA | — | $2.6B | $25.0M |
| 2 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY LABORERS ANNUITY PLAN FOR NORTHERN CALIFORNIA | PLEASANTON CA | 29,190 | $1.6B | $12.3M |
| 3 |
WEST COVINA CA |
| 1,980 |
| $170.0M |
| $10.8M |
| 4 | INVESCO ADVISERS, INC. INVESCO BALANCED-RISK ALLOCATION 10 FUND, A SERIES OF INVESCO MULTI SERIES FUNDS, LLC | ATLANTA GA | — | $1.8B | $8.3M |
| 5 | OGE ENERGY CORP. OGE ENERGY CORP. RETIREMENT PLAN | OKLAHOMA CITY OK | 730 | $280.7M | $4.9M |
| 6 | IRONWORKERS LOCAL 549-550 PENSION PLAN IRONWORKERS LOCAL 549-550 PENSION PLAN | ONA WV | 792 | $215.5M | $4.9M |
| 7 | INVESCO ADVISERS, INC. INVESCO INSTITUTIONAL TRUST BALANCED-RISK ALLOCATION FUND | ATLANTA GA | — | $427.3M | $2.3M |
| 8 | INVESCO ADVISERS, INC. INVESCO MULTI SERIES FUNDS, LLC - INVESCO BALANCED-RISK ALLOCATION 12 FUND | ATLANTA GA | — | $269.0M | $1.4M |
| 9 | PLUMBERS LOCAL UNION NO. 200 ADDITIONAL SECUTITY BENEFITS FUND PLUMBERS LOCAL UNION NO. 200 ADDITIONAL SECURITY BENEFITS FUND | RONKONKOMA NY | 714 | $5.3M | $518K |
| 10 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $220K |
