Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding HONG KONG EXCHANGES + CLEAR COMMON STOCK in their Schedule of Assets, totaling $82.0M 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 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. EMERGING MARKETS EQUITY SERIES | MINNEAPOLIS MN | — | $3.0B | $77.3M |
| 2 | TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK CA | — | $17.4B | $1.5M |
| 3 | SEGAL ADVISORS, INC. EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) |
CHICAGO IL |
| — |
| $793.7M |
| $877K |
| 4 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $774K |
| 5 | BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | HARTFORD CT | 9,160 | $1.0B | $449K |
| 6 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $304K |
| 7 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN | BETHESDA MD | 94,445 | $51.4B | $275K |
| 8 | THYSSENKRUPP NORTH AMERICA, LLC THYSSENKRUPP EQUITY MASTER TRUST UNIT | BEAVERTON OR | — | $100.1M | $270K |
| 9 | ABC, INC. ABC-NABET RETIREMENT TRUST FUND | NEW YORK NY | 151 | $847.3M | $244K |
| 10 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEES | BETHESDA MD | 18,568 | $3.0B | $16K |
