Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Marcus & Millichap Inc in their Schedule of Assets, totaling $1.1M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY PENSION TRUST | VANDALIA OH | 3,646 | $1.2B | $463K |
| 2 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $375K |
| 3 | THE PROCTER & GAMBLE COMPANY |
CINCINNATI OH |
| 30,424 |
| $5.4B |
| $109K |
| 4 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $40K |
| 5 | COLONY BRANDS, INC. COLONY BRANDS, INC. PENSION PLAN | MONROE WI | 1,706 | $60.1M | $29K |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $29K |
| 7 | NEWARK MORNING LEDGER CO. NEW JERSEY MAILERS LOCAL 1100 S-L/WSJ PENSION PLAN | NEWARK NJ | 79 | $13.1M | $5K |
