Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 307 U.S. retirement plans report holding Microsoft Corp. in their Schedule of Assets, totaling $1.7B 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $176.8M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $165.4M |
| 3 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON |
| 33,534 |
| $41.6B |
| $150.4M |
| 4 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE SAVINGS PLAN | COLUMBUS OH | 22,626 | $8.3B | $83.8M |
| 5 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $79.7M |
| 6 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS RETIREMENT PLAN | ATLANTA GA | 39,297 | $21.2B | $77.7M |
| 7 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $74.4M |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON VA | 28,117 | $7.9B | $47.2M |
| 9 | BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN | ATLANTA GA | 68,290 | $12.2B | $42.9M |
| 10 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $40.1M |
