Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Palo Alto Networks, Inc. Common stock in their Schedule of Assets, totaling $27.8M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $7.0M |
| 2 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $5.1M |
| 3 | NORDSTROM, INC. NORDSTROM 401K PLAN |
SEATTLE WA |
| 58,257 |
| $4.3B |
| $3.5M |
| 4 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC AMADEUS PARTNERS, LP | NEW YORK NY | — | $50.8M | $2.2M |
| 5 | KEYSIGHT TECHNOLOGIES, INC. KEYSIGHT TECHNOLOGIES, INC. 401(K) PLAN | SANTA ROSA CA | 4,916 | $2.6B | $1.8M |
| 6 | AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. 401(K) PLAN | SANTA CLARA CA | 5,787 | $2.4B | $1.5M |
| 7 | BAXTER INTERNATIONAL INC. BAXTER INTERNATIONAL INC. AND SUBSIDIARIES PENSION MASTER TRUST | DEERFIELD IL | — | $1.5B | $866K |
| 8 | FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON OH | 12,332 | $575.6M | $578K |
| 9 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST | SUSSEX WI | — | $2.1B | $563K |
| 10 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN | SUSSEX WI | 8,513 | $2.1B | $558K |
