Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 100 U.S. retirement plans report holding Mastercard, Inc. in their Schedule of Assets, totaling $152.5M 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 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $41.7M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $40.0M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
| — |
| $42.9B |
| $18.8M |
| 4 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $13.1M |
| 5 | THEATRICAL TEAMSTERS LOCAL 817 PENSION FUND LOCAL 817 IBT PENSION FUND | GREAT NECK NY | 1,251 | $752.8M | $3.2M |
| 6 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $1.9M |
| 7 | HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU HI | 1,543 | $361.9M | $1.8M |
| 8 | W PA TEAMSTERS & EMPLOYERS PENSION WESTERN PENNSYLVANIA TEAMSTERS AND EMPLOYERS PENSION FUND | PITTSBURGH PA | 3,616 | $1.6B | $1.4M |
| 9 | JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355 TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PLAN | BALTIMORE MD | 1,785 | $732.0M | $1.4M |
| 10 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING PA | 1,803 | $1.1B | $1.3M |
