Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Novartis Ag " in their Schedule of Assets, totaling $159.3M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $35.9M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $35.8M |
| 3 | BNY MELLON INVESTMENT ADVISER, INC. NCS GROUP TRUST - INTERNATIONAL FUND |
NEW YORK NY |
| — |
| $1.1B |
| $21.4M |
| 4 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $18.5M |
| 5 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $15.1M |
| 6 | BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND | WASHINGTON DC | 26,987 | $1.9B | $4.4M |
| 7 | THE BANK OF NEW YORK MELLON CORPORATION THE BANK OF NEW YORK MELLON CORPORATION RETIREMENT PLANS MASTER TRUST | PITTSBURGH PA | — | $15.7B | $4.2M |
| 8 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN | COLUMBUS OH | 15,217 | $4.1B | $2.7M |
| 9 | BURGUNDY ASSET MANAGEMENT LTD. BURGUNDY FUNDS, DST GLOBAL EQUITY PORTFOLIO | — | — | $169.6M | $2.7M |
| 10 | THE GOLDMAN SACHS GROUP, INC. THE GOLDMAN SACHS 401(K) PLAN | NEW YORK NY | 23,891 | $12.8B | $2.7M |
