Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding GQG Partners in their Schedule of Assets, totaling $120.5M 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 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED BENEFIT MASTER TRUST | HOUSTON TX | — | $1.3B | $102.9M |
| 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 | $16.2M |
| 3 | WOLF & COMPANY, P.C. |
BOSTON MA |
| 178 |
| $63.3M |
| $803K |
| 4 | FLUSHING BANK FLUSHING BANK 401(K) SAVINGS PLAN | UNIONDALE NY | 482 | $121.5M | $152K |
| 5 | KILWINS QUALITY CONFECTIONS, LLC KILWINS QUALITY CONFECTIONS, LLC 401(K) & RETIREMENT PLAN | PETOSKEY MI | 136 | $9.6M | $135K |
| 6 | QSAC, INC. QSAC, INC. 403(B) PLAN | NEW YORK NY | 1,474 | $29.9M | $122K |
| 7 | EASTER UNLIMITED , INC. REY PROFIT SHARING PLAN AND TRUST | CARLE PLACE NY | 108 | $38.3M | $42K |
| 8 | THE HOLE IN THE WALL GANG FUND, INC. THE HOLE IN THE WALL GANG FUND, INC. 403(B) DC PLAN | NEW HAVEN CT | 108 | $20.5M | $32K |
| 9 | HALL CONTRACTING OF KENTUCKY, INC. HALL CONTRACTING OF KENTUCKY, INC. HEALTH BENEFIT PLAN | LOUISVILLE KY | 155 | $623K | $3K |
