Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Microsoft Corporation Common stock in their Schedule of Assets, totaling $23.9M 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 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $3.9M |
| 2 | GREAT DANE LLC RETIREMENT PLAN FOR GREAT DANE LLC | CHICAGO IL | 3,435 | $298.1M | $3.7M |
| 3 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN |
BIRMINGHAM AL |
| 299 |
| $170.2M |
| $2.5M |
| 4 | PRODUCERS RICE MILL, INC. PRODUCERS RICE MILL, INC. PENSION PLAN | STUTTGART AR | 280 | $117.0M | $2.2M |
| 5 | FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS PROFIT SHARING PLAN | FOREST CITY AR | 90 | $19.4M | $2.1M |
| 6 | HENRY CROWN & COMPANY S LLC HENRY CROWN AND COMPANY PENSION PLAN | CHICAGO IL | 302 | $159.0M | $1.7M |
| 7 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW FLAT ROLLED PRODUCTS RETIREE HEALTH CARE PLAN | PITTSBURGH PA | 0 | $79.0M | $1.2M |
| 8 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $1.2M |
| 9 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $1.0M |
| 10 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA OK | 237 | $101.4M | $887K |
