Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Healthequity Inc in their Schedule of Assets, totaling $51.5M 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 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $12.4M |
| 2 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $10.9M |
| 3 | UNITED HEALTHCARE SERVICES INC. |
MINNETONKA MN |
| — |
| $31.0B |
| $5.8M |
| 4 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $3.9M |
| 5 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $3.2M |
| 6 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TR PIPE TRADES SERVICES MN PENSION SUPPLEMENT FUND | WHITE BEAR LAKE MN | 5,912 | $1.8B | $1.4M |
| 7 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $1.3M |
| 8 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $1.2M |
| 9 | NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL NJ | 6,331 | $9.8B | $1.2M |
| 10 | BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK NY | 27,574 | $2.6B | $802K |
