Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding KONE Oyj ‘B’ Shares 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BNY MELLON INVESTMENT ADVISER, INC. NCS GROUP TRUST - INTERNATIONAL FUND | NEW YORK NY | — | $1.1B | $22.1M |
| 2 | THE BANK OF NEW YORK MELLON CORPORATION THE BANK OF NEW YORK MELLON CORPORATION RETIREMENT PLANS MASTER TRUST | PITTSBURGH PA | — | $15.7B | $4.3M |
| 3 | BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE |
WASHINGTON DC |
| 26,987 |
| $1.9B |
| $887K |
| 4 | NRG ENERGY, INC. NRG ENERGY MASTER RETIREMENT TRUST | PRINCETON NJ | — | $782.9M | $494K |
| 5 | BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLAN ARIZONA PIPE TRADES PENSION PLAN | PHOENIX AZ | 3,039 | $418.5M | $437K |
| 6 | BOARD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION AIRCONDITIONING AND REFRIGERATION INDUSTRY RETIREMENT TRUST FUND | ORANGE CA | 1,842 | $340.6M | $340K |
| 7 | BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLAN INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 99 RETIREMENT PLAN | WALLINGFORD CT | 804 | $110.2M | $131K |
| 8 | BOARD OF TRUSTEES ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND ARIZONA PIPE TRADES HEALTH & WELFARE TRUST FUND | PHOENIX AZ | 3,246 | $127.8M | $61K |
| 9 | BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL NO 36 PIPE TRADES DISTRICT COUNCIL NO 36 PENSION TRUST | ALAMEDA CA | 1,113 | $389.5M | $58K |
