Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Microsoft Ord in their Schedule of Assets, totaling $6.3M 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 | AMICA MUTUAL INSURANCE COMPANY AMICA MUTUAL INSURANCE COMPANY RETIREE MEDICAL PLAN | PROVIDENCE RI | 0 | $354.0M | $5.9M |
| 2 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM | NEW BRAUNFELS TX | 58 | $78.9M | $353K |
| 3 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. |
NEW BRAUNFELS TX |
| 219 |
| $12.6M |
| $60K |
