Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding monday.com Ltd. Common Stock in their Schedule of Assets, totaling $9.1M 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 | DXC TECHNOLOGY COMPANY DXC TECHNOLOGY MATCHED ASSET PLAN | ASHBURN VA | 8,804 | $2.8B | $2.6M |
| 2 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $2.5M |
| 3 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN |
MADISON HEIGHTS MI |
| 2,271 |
| $544.8M |
| $902K |
| 4 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $887K |
| 5 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST | SUSSEX WI | — | $2.1B | $609K |
| 6 | BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING MI | 9,786 | $1.3B | $490K |
| 7 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $416K |
| 8 | SHANDS TEACHING HOSPITAL AND CLINICS, INC. SHANDS HEALTHCARE PENSION PLAN II | GAINESVILLE FL | 2,264 | $999.2M | $320K |
| 9 | SPORTS WAREHOUSE, INC. TENNIS WAREHOUSE 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 511 | $26.8M | $165K |
| 10 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $154K |
