Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Palo Alto Networks Inc. Stock in their Schedule of Assets, totaling $502K 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 | PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND | MUSCLE SHOALS AL | 1,198 | $32.9M | $196K |
| 2 | PLUMBERS LOCAL UNION NO. 1 WELFARE FUND PLUMBERS LOCAL UNION NO 1 - WELFARE FUND | LONG ISLAND CITY NY | 2,647 | $350.6M | $160K |
| 3 | BOARD OF TRUSTEES OF LOCAL 1931 PENSION FUND |
VALLEY STREAM NY |
| 173 |
| $29.4M |
| $88K |
| 4 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $57K |
