Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding GLOBAL ALL CAP EQUITY EXUS INDX SL in their Schedule of Assets, totaling $289.2M 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 | GRAPHIC PACKAGING INTERNATIONAL, LLC GRAPHIC PACKAGING INTL., LLC MASTER TRUST | ATLANTA GA | — | $1.8B | $93.8M |
| 2 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $47.1M |
| 3 | INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYL |
FORT WASHINGTON PA |
| 9,477 |
| $562.5M |
| $34.9M |
| 4 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $32.4M |
| 5 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $20.5M |
| 6 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST TARGET RETIREMENT 2030 | KANSAS CITY MO | — | $81.1M | $19.1M |
| 7 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST TARGET RETIREMENT 2025 | KANSAS CITY MO | — | $71.9M | $10.9M |
| 8 | KERRY INC. KERRY INC. SAVINGS PLAN | BELOIT WI | 4,981 | $604.2M | $9.1M |
| 9 | BD OF TRUSTEES OF THE SMW ANNUITY FUND SHEET METAL WORKERS ANNUITY FUND LOCAL UNION NO. 19 | PHILADELPHIA PA | 3,255 | $474.1M | $7.1M |
| 10 | KONE INC. KONE INC. EMPLOYEE SAVINGS PLAN | LISLE IL | 1,962 | $467.4M | $6.3M |
