Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Microsoft Corporation Common stocks in their Schedule of Assets, totaling $1.7M 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 | ODYSSEY REINSURANCE COMPANY ODYSSEY REINSURANCE COMPANY RESTATED EMPLOYEES RETIREMENT PLAN | STAMFORD CT | 190 | $228.3M | $504K |
| 2 | GOODFELLOW CIVIL CORP. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 422 | $174.3M | $435K |
| 3 | ZIFFREN BRITTENHAM LLP |
LOS ANGELES CA |
| 64 |
| $68.3M |
| $314K |
| 4 | GOODFELLOW BROS., LLC. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 395 | $126.1M | $258K |
| 5 | CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK RI | 24 | $19.4M | $144K |