Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Novartis Ag Spon Adr in their Schedule of Assets, totaling $8.3M 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 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $3.2M |
| 2 | MCKESSON CORPORATION MCKESSON CORPORATION 401(K) RETIREMENT SAVINGS PLAN | IRVING TX | 26,640 | $5.7B | $2.9M |
| 3 | FMR LLC FIDELITY RETIREE HEALTH REIMBURSEMENT PLAN |
BOSTON MA |
| 69,196 |
| $953.6M |
| $852K |
| 4 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $715K |
| 5 | OGE ENERGY CORP. OGE ENERGY CORP. RETIREMENT PLAN | OKLAHOMA CITY OK | 730 | $280.7M | $272K |
| 6 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $234K |
| 7 | LOCAL UNION 94 IBEW LOCAL 94, IBEW HEALTH AND WELFARE FUND | EAST WINDSOR NJ | 851 | $28.6M | $52K |
| 8 | LOCAL 6559 PENSION FUND LOCAL 6559 PENSION FUND | PORT WASHINGTON NY | 328 | $14.9M | $35K |
| 9 | ESCANABA PAPER COMPANY UNION RETIREMENT INSURANCE TRUST FUND ESCANABA PAPER COMPANY UNION RETIREMENT TRUST FUND | ESCANABA MI | 479 | $5.4M | $21K |
