Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding National Bank of Canada 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $7.3M |
| 2 | INTEL CORPORATION INTEL CORPORATION RETIREE MEDICAL PLAN | CHANDLER AZ | 0 | $544.3M | $656K |
| 3 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST |
BASKING RIDGE NJ |
| — |
| $41.1B |
| $448K |
| 4 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $243K |
| 5 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 2,429 | $1.0B | $187K |
| 6 | CLAXTON-HEPBURN MEDICAL CENTER RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | OGDENSBURG NY | 105 | $37.0M | $98K |
| 7 | SOUTHERN CALIFORNIA EDISON COMPANY EDISON INTERNATIONAL WELFARE BENEFIT PLAN | ROSEMEAD CA | 13,814 | $1.5B | $96K |
| 8 | CITGO PETROLEUM CORPORATION EMPLOYEES' THRIFT PLAN OF CITGO PETROLEUM CORPORATION | HOUSTON TX | 1,839 | $320.5M | $57K |
| 9 | EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON DC | 2,086 | $1.2B | $124 |
