Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Other in their Schedule of Assets, totaling $342.8M 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 | INVESCO HOLDING COMPANY (US), INC. INVESCO 401(K) PLAN | ATLANTA GA | 3,148 | $2.0B | $161.2M |
| 2 | DELTA AIR LINES, INC THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA | ATLANTA GA | — | $37.3B | $153.5M |
| 3 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. AMERICAN FAMILY 401(K) PLAN |
MADISON WI |
| 11,004 |
| $2.2B |
| $12.5M |
| 4 | SENTARA HEALTH SENTARA PENSION PLAN | VIRGINIA BEACH VA | 16,048 | $3.2B | $11.5M |
| 5 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $2.0M |
| 6 | GASTROINTESTINAL SPECIALIST OF GEOR GIA, INC. GASTROINTESTINAL SPECIALIST OF GEOR GIA, INC. 401(K) PROFIT SHARING PLAN | MARIETTA GA | 113 | $40.4M | $874K |
| 7 | SMART & FINAL PENSION PLAN SMART & FINAL PENSION PLAN | COMMERCE CA | 820 | $168.9M | $744K |
| 8 | GL POWER, INC. GL POWER, INC. RETIREMENT SAVINGS PLAN | MADISON OH | 170 | $15.5M | $134K |
| 9 | ATLANTIC ANESTHESIA, INC. ATLANTIC ANESTHESIA, INC. PROFIT SHARING PLAN | VIRGINIA BEACH VA | 102 | $50.0M | $105K |
| 10 | KRONES, INC. KRONES, INC. 401(K) SAVINGS PLAN | FRANKLIN WI | 1,356 | $242.7M | $92K |
