Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Foreign stocks in their Schedule of Assets, totaling $48.5M 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 | JOHNSON CONTROLS, INC. JOHNSON CONTROLS INC. MASTER PENSION TRUST | MILWAUKEE WI | — | $1.6B | $48.2M |
| 2 | TRUSTEES OF SHEET METAL WORKERS' LOCAL NO. 9 PENSION PLAN SHEET METAL WORKERS' LOCAL UNION NO. 9 PENSION PLA | DENVER CO | 825 | $193.2M | $307K |
| 3 | HATTORI HANZO SHEARS, INC. |
EL DORADO HILLS CA |
| 148 |
| $5.7M |
| $29K |
