Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Moelis & Co. in their Schedule of Assets, totaling $31.3M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $28.0M |
| 2 | GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH PA | 8,933 | $1.7B | $2.1M |
| 3 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY |
VANDALIA OH |
| 3,646 |
| $1.2B |
| $613K |
| 4 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $379K |
| 5 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $227K |
| 6 | TACENERGY, LLC TAC RETIREMENT PLAN | TEXARKANA TX | 353 | $60.2M | $46K |
| 7 | MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. 401(K) PLAN | DAYTON OH | 395 | $29.1M | $9K |
| 8 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $8K |
| 9 | NEWARK MORNING LEDGER CO. NEW JERSEY MAILERS LOCAL 1100 S-L/WSJ PENSION PLAN | NEWARK NJ | 79 | $13.1M | $5K |
| 10 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $5K |
