Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 106 U.S. retirement plans report holding Other in their Schedule of Assets, totaling $521.1M 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 | 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 | BOARD OF TRUSTEES THREE RIVERS ANNUITY FUND THREE RIVERS ANNUITY FUND |
CANFIELD OH |
| 952 |
| $213.7M |
| $29.7M |
| 4 | BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 520 OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN | OFALLON IL | 3,066 | $268.9M | $25.1M |
| 5 | PUEBLO OF SANTA ANA PUEBLO OF SANTA ANA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST | SANTA ANA PUEBLO NM | 1,552 | $27.3M | $19.7M |
| 6 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. AMERICAN FAMILY 401(K) PLAN | MADISON WI | 11,004 | $2.2B | $12.5M |
| 7 | NATIONAL HEALTH CORPORATION NATIONAL HEALTHCARE CORPORATION 401(K) PLAN | MURFREESBORO TN | 19,017 | $325.3M | $12.5M |
| 8 | BAXTER INTERNATIONAL INC. BAXTER INTERNATIONAL INC. AND SUBSIDIARIES PENSION MASTER TRUST | DEERFIELD IL | — | $1.5B | $10.0M |
| 9 | KLOCKNER PENTAPLAST OF AMERICA, INC KLOCKNER-PENTAPLAST OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN | GORDONSVILLE VA | 851 | $125.4M | $9.6M |
| 10 | EMPIRE RECYCLING CORPORATION EMPIRE RECYCLING CORPORATION EMPLOYEE SAVINGS PLAN | UTICA NY | 156 | $8.6M | $7.2M |
