Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Microsoft Corp. Common stocks in their Schedule of Assets, totaling $75.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $70.0M |
| 2 | TITAN TIRE CORPORATION TITAN TIRE CORPORATION EMPLOYEES' PENSION PLAN | QUINCY IL | 8 | $48.3M | $1.7M |
| 3 | HAWAII LABORERS' ANNUITY FUND |
HONOLULU HI |
| 3,391 |
| $302.4M |
| $1.6M |
| 4 | IBEW LOCAL 505 NECA PENSION PLAN IBEW LOCAL 505 NECA PENSION PLAN | MOBILE AL | 385 | $64.1M | $1.4M |
| 5 | MIDDLESEX WATER COMPANY MIDDLESEX WATER COMPANY PENSION PLAN | ISELIN NJ | 78 | $99.7M | $786K |
| 6 | COUNCIL ON THE ENVIRONMENT, INC. COUNCIL ON THE ENVIRONMENT, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 96 | $4.7M | $130K |
| 7 | BOARD OF TRUSTEES LOCAL 888 HEALTH FUND LOCAL 888 HEALTH FUND | ELMWOOD PARK NJ | 1,318 | $13.3M | $84K |
