Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Microsoft Corp. shares in their Schedule of Assets, totaling $64.9M 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 | NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH FL | 15,485 | $5.3B | $59.9M |
| 2 | KTH PARTS INDUSTRIES, INC. KTH PARTS INDUSTRIES, INC. ASSOCIATE RETIREMENT PLAN | ST. PARIS OH | 413 | $89.6M | $3.6M |
| 3 | THE ACTORS' FUND OF AMERICA DBA ENTERTAINMENT COMMUNITY FUND |
NEW YORK NY |
| 39 |
| $14.8M |
| $472K |
| 4 | MCCONNELL VALDES LLC MCV RETIREMENT PLAN | SAN JUAN PR | 149 | $80.8M | $432K |
| 5 | BAC LOCAL #5 NEW YORK PENSION PLAN BAC LOCAL #5 NEW YORK PENSION PLAN | REGO PARK NY | 69 | $64.4M | $331K |
| 6 | PHIPPS HOUSES PENSION PLAN FOR EMPLOYEES OF PHIPPS HOUSES AND AFFILIATES | NEW YORK NY | 90 | $53.2M | $139K |
| 7 | MT OPERATING ENG CONST & MINING IND HEALTH & SECURITY & VACATION TRUST MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEALTH & SECURITY TRUST FUND | SPOKANE WA | 783 | $14.4M | $71K |
| 8 | ESPOSITO NURSERY, INC. ESPOSITO NURSERY, INC. PROFIT SHARING PLAN AND TRUST | TALLAHASSEE FL | 91 | $1.3M | $25K |
