Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Lloyds Banking Group Plc in their Schedule of Assets, totaling $157.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONDRIAN INVESTMENT GROUP US, INC. MONDRIAN INTERNATIONAL EQUITY FUND, L.P. | WILMINGTON DE | — | $2.4B | $81.8M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $18.2M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
FARMINGTON CT |
| — |
| $42.1B |
| $15.5M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $8.5M |
| 5 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $7.2M |
| 6 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $4.2M |
| 7 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $4.2M |
| 8 | LSV ASSET MANAGEMENT LSV INTERNATIONAL VALUE EQUITY TRUST | CHICAGO IL | — | $772.8M | $3.5M |
| 9 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $3.2M |
| 10 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $2.4M |
