Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding LPL FINL HLDGS INC EQUITIES in their Schedule of Assets, totaling $3.6M 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 | THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUST ELECTRICAL WORKERS PENSION TRUST FUND OF LOCAL UNION NO. 58 - IBEW | MADISON HEIGHTS MI | 3,182 | $922.7M | $3.6M |
