Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Microstrategy, Inc. in their Schedule of Assets, totaling $1.3M 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 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $999K |
| 2 | FRM HOLDING COMPANY LLC FRISCH'S RESTAURANTS, INC. PENSION PLAN | CINCINNATI OH | 41 | $9.6M | $111K |
| 3 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN |
STAMFORD CT |
| 74,487 |
| $23.2B |
| $81K |
| 4 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $34K |
| 5 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $14K |
| 6 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $12K |
| 7 | HEALTHSTAR PHYSICIANS PC HEALTHSTAR PHYSICIANS PC 401(K) RETIREMENT PLAN | MORRISTOWN TN | 519 | $53.8M | $6 |
