Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Otis Worldwide Corp. in their Schedule of Assets, totaling $57.2M 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 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $18.1M |
| 2 | J. STERN & CO. WORLD STARS GP, LLC J. STERN & CO. WORLD STARS GLOBAL EQUITY FUND, LP | NEW YORK NY | — | $609.0M | $14.1M |
| 3 | RTX CORPORATION |
FARMINGTON CT |
| — |
| $42.1B |
| $5.5M |
| 4 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $3.4M |
| 5 | CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD CT | 14,217 | $10.0B | $3.3M |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $2.2M |
| 7 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $1.7M |
| 8 | BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND | NEW YORK NY | 27,574 | $2.6B | $1.7M |
| 9 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $1.4M |
| 10 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $1.3M |
