Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 155 U.S. retirement plans report holding Mastercard, Inc. in their Schedule of Assets, totaling $318.5M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $86.1M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $41.7M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
| — |
| $42.1B |
| $40.0M |
| 4 | THE GOLDMAN SACHS GROUP, INC. THE GOLDMAN SACHS 401(K) PLAN | NEW YORK NY | 23,891 | $12.8B | $25.4M |
| 5 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $18.8M |
| 6 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $13.1M |
| 7 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN | COLUMBUS OH | 15,217 | $4.1B | $8.4M |
| 8 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS OH | 16,345 | $5.2B | $5.2M |
| 9 | CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD CT | 14,217 | $10.0B | $3.8M |
| 10 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $3.4M |
