Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 396 U.S. retirement plans report holding Microsoft Corp. in their Schedule of Assets, totaling $3.0B 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $273.7M |
| 2 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $183.6M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
ATLANTA GA |
| — |
| $42.9B |
| $176.8M |
| 4 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $165.4M |
| 5 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $154.3M |
| 6 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $150.4M |
| 7 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $101.4M |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $101.4M |
| 9 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE SAVINGS PLAN | COLUMBUS OH | 22,626 | $8.3B | $83.8M |
| 10 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $79.7M |
