Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding IBEW/NECA Equity Index Fund in their Schedule of Assets, totaling $12.3B 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 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $6.5B |
| 2 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $5.2B |
| 3 | TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND |
ST. LOUIS MO |
| 5,046 |
| $1.9B |
| $171.9M |
| 4 | BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PL INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 PENSION PLAN | PHILADELPHIA PA | 2,508 | $624.0M | $115.3M |
| 5 | BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUND NECA-IBEW PENSION BENEFIT TRUST FUND | ST. LOUIS MO | 4,518 | $1.0B | $86.4M |
| 6 | BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUND I.B.E.W. PACIFIC COAST PENSION FUND | SPOKANE WA | 905 | $295.5M | $42.6M |
| 7 | IBEW LOCAL UNION 98 IBEW LOCAL UNION NO. 98, ZONE 2 PENSION TRUST FUND | PHILADELPHIA PA | 557 | $118.7M | $42.3M |
| 8 | IBEW LOCAL 712 PROFIT SHARING PLAN IBEW LOCAL 712 PROFIT SHARING PLAN | PITTSBURGH PA | 1,503 | $96.9M | $37.2M |
| 9 | JOINT BOARD OF TRUSTEES OF IBEW LOCAL 575 PENSION FUND IBEW LOCAL 575 PENSION FUND | ONA WV | 893 | $112.5M | $25.0M |
| 10 | BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW- ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1, IBEW- ST. LOUIS CHAPTER NECA | ST. LOUIS MO | 2,056 | $288.6M | $24.4M |
