Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Halma Plc in their Schedule of Assets, totaling $28.9M 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 | 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 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY |
BLOOMINGTON IL |
| 39,712 |
| $37.7B |
| $4.0M |
| 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 | JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON MD | 14,943 | $6.6B | $877K |
| 6 | MICHELIN NORTH AMERICA, INC MICHELIN RETIREMENT PLAN | GREENVILLE SC | 3,464 | $2.2B | $585K |
| 7 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $553K |
| 8 | HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU HI | 430 | $316.2M | $165K |
| 9 | HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING | HONOLULU HI | 439 | $108.9M | $69K |
| 10 | TACENERGY, LLC TAC RETIREMENT PLAN | TEXARKANA TX | 353 | $60.2M | $41K |
