Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Natwest Group PLC Common Stock in their Schedule of Assets, totaling $2.3M 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 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $1.3M |
| 2 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES CA | — | $198.0M | $605K |
| 3 | PIMCO RAE GLOBAL FUND LLC |
NEWPORT BEACH CA |
| — |
| $48.9M |
| $306K |
| 4 | SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY MI | 1,429 | $30.4M | $60K |
| 5 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $14K |
| 6 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | DAVENPORT IA | 227 | $80.0M | $3K |