Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Jefferies Financial Group Inc. in their Schedule of Assets, totaling $10.6M 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 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $5.7M |
| 2 | HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU HI | 440 | $102.6M | $908K |
| 3 | HAWAII SHEET METAL WORKERS PENSION FUND |
HONOLULU HI |
| 430 |
| $316.2M |
| $879K |
| 4 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $668K |
| 5 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $645K |
| 6 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN | PASADENA CA | 8,896 | $1.5B | $327K |
| 7 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS OH | 16,345 | $5.2B | $271K |
| 8 | DASSAULT FALCON JET CORPORATION DASSAULT FALCON JET CORPORATION RETIREMENT INCOME PLAN | LITTLE FERRY NJ | 1,106 | $274.7M | $217K |
| 9 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $174K |
| 10 | LAWRENCE LIVERMORE NATIONAL SECURITY LLC LLNS DEFINED CONTRIBUTION PLANS MASTER TRUST | LIVERMORE CA | — | $3.1B | $128K |
