Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Novartis AG Registered in their Schedule of Assets, totaling $22.6M 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 | MONDRIAN INVESTMENT GROUP US, INC. MONDRIAN INTERNATIONAL EQUITY FUND, L.P. | WILMINGTON DE | — | $2.4B | $22.3M |
| 2 | LABORERS DISTRICT COUNCIL OF W. PA WELFARE FUND BOARD OF TRUSTEES LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND | PITTSBURGH PA | 5,257 | $532.7M | $323K |
