Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Gallagher Arthur J & Co Common stock in their Schedule of Assets, totaling $3.1M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $890K |
| 2 | WESTROCK COMPANY WESTROCK COMPANY 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 31,545 | $5.0B | $332K |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST |
ATLANTA GA |
| — |
| $4.8B |
| $332K |
| 4 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $288K |
| 5 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $275K |
| 6 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN | MADISON HEIGHTS MI | 2,271 | $544.8M | $154K |
| 7 | JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS MI | 571 | $108.3M | $120K |
| 8 | VIGO IMPORTING COMPANY VIGO IMPORTING COMPANY PROFIT SHARING PLAN | TAMPA FL | 200 | $24.0M | $116K |
| 9 | OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON NJ | 77 | $132.7M | $79K |
| 10 | D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG PA | 1,478 | $313.9M | $77K |
