Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Microsoft Common stock in their Schedule of Assets, totaling $3.0M 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 | MINNESOTA ELEVATOR, INC MINNESOTA ELEVATOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | MANKATO MN | 146 | $74.0M | $1.1M |
| 2 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS PROFIT SHARING PLAN | NEW HAVEN CT | 50 | $27.2M | $843K |
| 3 | CHILDRENS CLINIC OF SWLA APMC |
LAKE CHARLES LA |
| 95 |
| $14.1M |
| $780K |
| 4 | B & B LUMBER COMPANY, INC. B & B LUMBER COMPANY, INC. PROFIT SHARING PLAN | JAMESVILLE NY | 134 | $13.6M | $167K |
| 5 | JACOBS TECHNOLOGY INC. IBEW LOCAL 1340 MAINTENANCE EMPLOYEES' RETIREMENT FUND 401(K) PLAN & TRUST | HAMPTON VA | 89 | $10.4M | $112K |
