Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Halma Plc in their Schedule of Assets, totaling $25.2M 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 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST II | KANSAS CITY MO | — | $429.3M | $11.6M |
| 2 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST | KANSAS CITY MO | — | $367.0M | $9.6M |
| 3 | CSX CORPORATION CSX CORPORATION MASTER RETIREMENT SAVINGS PLAN & TRUST |
JACKSONVILLE FL |
| — |
| $3.1B |
| $1.6M |
| 4 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $1.3M |
| 5 | MICHELIN NORTH AMERICA, INC MICHELIN RETIREMENT PLAN | GREENVILLE SC | 3,464 | $2.2B | $585K |
| 6 | BOARD OF TRUSTEES, LOS ANGELES HOTEL-RESTAURANT LOS ANGELES HOTEL-RESTAURANT EMPLOYER-UNION RETIREMENT FUND | LOS ANGELES CA | 13,911 | $421.7M | $469K |
| 7 | TACENERGY, LLC TAC RETIREMENT PLAN | TEXARKANA TX | 353 | $60.2M | $41K |
| 8 | THORNTON, BIECHLIN, REYNOLDS & GUERRA, L.C. THORNTON & SUMMERS PROFIT SHARING PLAN | SAN ANTONIO TX | 58 | $9.3M | $11K |
