Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding LPL Financial Holdings Inc. Stock in their Schedule of Assets, totaling $2.4M 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 | BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERS SOFT DRINK AND BREWERY WORKERS UNION LOCAL 812 RETIREMENT FUND | GREAT NECK NY | 1,656 | $973.8M | $2.4M |
