Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Fortinet, Inc. in their Schedule of Assets, totaling $97.0M 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 | BNY MELLON INVESTMENT ADVISER, INC. NCS GROUP TRUST - GLOBAL FUND | NEW YORK NY | — | $2.7B | $61.4M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $6.5M |
| 3 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN |
ST. PAUL MN |
| 6,472 |
| $8.9B |
| $5.0M |
| 4 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $2.7M |
| 5 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $2.4M |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $2.1M |
| 7 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $1.6M |
| 8 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC LARGE CAP VALUE FUND | KANSAS CITY MO | — | $91.3M | $1.4M |
| 9 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $1.4M |
| 10 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS OH | 16,345 | $5.2B | $1.2M |
