Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Lpl Finl Hldgs Inc Com in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513 PENSION FUND OF OPERATING ENGINEERS LOCAL 513 | BRIDGETON MO | 2,558 | $811.1M | $1.8M |
| 2 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $1.5M |
| 3 | IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES |
OAKBROOK IL |
| 2,852 |
| $503.2M |
| $994K |
| 4 | CONCORD GENERAL MUTUAL INSURANCE COMPANY CONCORD GENERAL MUTUAL INSURANCE COMPANY EMPLOYEES PENSION PLAN | BEDFORD NH | 59 | $99.4M | $430K |
| 5 | TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS MO | 11,875 | $3.4B | $384K |
| 6 | L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE FL | — | $16.2B | $359K |
| 7 | AON CORPORATION AON SAVINGS PLAN | ATLANTA GA | 13,470 | $6.7B | $326K |
| 8 | IBEW LU 363 PENSION IBEW LOCAL UNION 363 PENSION | HARRIMAN NY | 721 | $157.4M | $212K |
| 9 | INSULATORS LOCAL 23 PENSION FUND BOARD OF ADMINISTRATION INSULATORS LOCAL 23 PENSION PLAN | GRANTVILLE PA | 162 | $65.8M | $76K |
| 10 | EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO IL | 18,433 | $873.7M | $57K |
