Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Palo Alto in their Schedule of Assets, totaling $282K 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 | TEAMSTERS LOCAL 817 WELFARE FUND LOCAL 817 IBT WELFARE FUND | GREAT NECK NY | 539 | $98.6M | $184K |
| 2 | TRUSTEES OF THE UPSTATE NEW YORK BAKERY DRIVERS AND INDUSTRY PENSION F UPSTATE NEW YORK BAKERY DRIVERS AND INDUSTRY PENSION FUND | SYRACUSE NY | 555 | $104.9M | $98K |
