Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Lpl Finl Hldgs Inc Com Common Stock in their Schedule of Assets, totaling $757K 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 | SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX AZ | 5,246 | $2.9B | $424K |
| 2 | D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG PA | 1,478 | $313.9M | $152K |
| 3 | IBEW LOCAL 712 PENSION TRUST FUND |
PITTSBURGH PA |
| 461 |
| $106.1M |
| $106K |
| 4 | UFCW PHARMACISTS, CLERKS, AND DRUG EMPLOYER'S PENSION TRUST UFCW PHARMACISTS, CLERKS, AND DRUG EMPLOYER'S PENSION TRUST | CONCORD CA | 3,270 | $186.4M | $49K |
| 5 | JT BD OF TR CUMB MD TEAMSTERS CONST. IND. & MISC. PENSION FUND CUMBERLAND MD TEAMSTERS CONST. IND. & MISC. PENSION FUND | CUMBERLAND MD | 14 | $9.1M | $13K |
| 6 | PLUMBERS & STEAMFITTERS LOCAL 489 PENSION TRUST FUND TRUSTEES RETIREMENT PLAN OF THE PLUMBERS & STEAMFITTERS LOCAL NO 489 | CUMBERLAND MD | 114 | $27.9M | $13K |
