Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Merck Kgaa in their Schedule of Assets, totaling $58.5M 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 | BNY MELLON INVESTMENT ADVISER, INC. NCS GROUP TRUST - INTERNATIONAL FUND | NEW YORK NY | — | $1.1B | $21.0M |
| 2 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST II | KANSAS CITY MO | — | $429.3M | $6.3M |
| 3 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE SAVINGS PLAN |
COLUMBUS OH |
| 22,626 |
| $8.3B |
| $6.3M |
| 4 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST | KANSAS CITY MO | — | $367.0M | $5.2M |
| 5 | THE BANK OF NEW YORK MELLON CORPORATION THE BANK OF NEW YORK MELLON CORPORATION RETIREMENT PLANS MASTER TRUST | PITTSBURGH PA | — | $15.7B | $4.1M |
| 6 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $3.6M |
| 7 | BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS NY | 8,379 | $1.9B | $2.0M |
| 8 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $1.4M |
| 9 | UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL PA | — | $1.4B | $1.2M |
| 10 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $1.2M |
