Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Financial Institutions Inc in their Schedule of Assets, totaling $4.5M 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 | ACADIAN ASSET MANAGEMENT LLC ACADIAN US MICROCAP EQUITY FUND, LLC | BOSTON MA | — | $494.0M | $3.7M |
| 2 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $193K |
| 3 | THE WILLIAMS COMPANIES, INC. |
TULSA OK |
| 5,692 |
| $2.0B |
| $177K |
| 4 | BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO | WESTERVILLE OH | 15,028 | $2.7B | $146K |
| 5 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $77K |
| 6 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $74K |
| 7 | BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL NY | 669 | $278.6M | $30K |
| 8 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $30K |
| 9 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $13K |
