Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Lloyds Banking Group in their Schedule of Assets, totaling $3.2M 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 | BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK NY | 27,574 | $2.6B | $1.4M |
| 2 | BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLAN WESTERN METAL INDUSTRY PENSION PLAN | SEATTLE WA | 1,637 | $1.0B | $671K |
| 3 | WOLF & COMPANY, P.C. |
BOSTON MA |
| 178 |
| $63.3M |
| $428K |
| 4 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN | COLUMBUS OH | 2,585 | $702.3M | $254K |
| 5 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. CONSOLIDATED PENSION PLAN | PHILADELPHIA PA | 365 | $86.2M | $199K |
| 6 | CF INDUSTRIES HOLDINGS, INC. CF INDUSTRIES HOLDINGS, INC. PENSION PLAN | NORTHBROOK IL | 1,705 | $173.0M | $192K |
| 7 | P&M HOLDING GROUP, LLP P&M HOLDING GROUP, LLP CASH BALANCE PLAN | SOUTHFIELD MI | 353 | $71.7M | $6K |