Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Mastercard, Inc., Class A in their Schedule of Assets, totaling $20.1M 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 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN | PASADENA CA | 8,896 | $1.5B | $6.4M |
| 2 | BURGUNDY ASSET MANAGEMENT LTD. BURGUNDY FUNDS, DST GLOBAL EQUITY PORTFOLIO | — | — | $169.6M | $3.4M |
| 3 | MANUFACTURERS AND TRADERS TRUST CO |
BUFFALO NY |
| 3,459 |
| $3.2B |
| $3.1M |
| 4 | BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLAN AUTOMOTIVE INDUSTRIES PENSION PLAN | DUBLIN CA | 2,999 | $2.1B | $2.2M |
| 5 | DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK NJ | 62 | $331.4M | $1.9M |
| 6 | WESTERN GROWERS ASSOCIATION WESTERN GROWERS RETIREMENT SECURITY PLAN | IRVINE CA | 1,566 | $145.3M | $885K |
| 7 | BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL NY | 669 | $278.6M | $551K |
| 8 | TRUSTEES - COMPOSITION ROOFERS LOCAL #4 PENSION PLAN COMPOSITION ROOFERS LOCAL #4 PENSION PLAN | PARSIPPANY NJ | 167 | $61.1M | $410K |
| 9 | UNITED UNION OF ROOFERS LOCAL 8 ANNUITY FUND UNITED UNION OF ROOFERS - LOCAL 8 ANNUITY FUND | LONG ISLAND CITY NY | 1,519 | $191.2M | $394K |
| 10 | UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND | LONG ISLAND CITY NY | 1,195 | $120.1M | $285K |
