Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Microsoft Corporation " in their Schedule of Assets, totaling $171.3M 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 | BNY MELLON INVESTMENT ADVISER, INC. NCS GROUP TRUST - GLOBAL FUND | NEW YORK NY | — | $2.7B | $104.9M |
| 2 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $30.8M |
| 3 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN |
LA CROSSE WI |
| 9,660 |
| $2.9B |
| $7.1M |
| 4 | BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE CA | 2,150 | $885.7M | $7.0M |
| 5 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $4.6M |
| 6 | COMMUNITY FUNDS INC. THE NEW YORK COMMUNITY TRUST RETIREMENT PLAN | NEW YORK NY | 77 | $51.1M | $1.9M |
| 7 | BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 IRON WORKERS' LOCAL NO. 25 PENSION FUND | TROY MI | 1,795 | $565.1M | $1.8M |
| 8 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | NEW ORLEANS LA | 886 | $139.4M | $1.6M |
| 9 | LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTH BROWN HEALTH DEFINED BENEFIT RETIREMENT PLAN | PROVIDENCE RI | 6,688 | $537.7M | $1.6M |
| 10 | THE L.S. STARRETT COMPANY THE RETIREMENT PLAN FOR EMPLOYEES OF THE L.S. STARRETT COMPANY | ATHOL MA | 299 | $86.7M | $1.1M |
