Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding participants in their Schedule of Assets, totaling $261.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON TX | 12,051 | $7.7B | $84.5M |
| 2 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS SAVINGS PLAN | HOUSTON TX | 6,894 | $6.7B | $32.3M |
| 3 | SECURITAS SECURITY SERVICES USA, IN SECURITAS SECURITY SERVICES USA INCENTIVE SAVINGS AND RETIREMENT PLAN |
WESTLAKE VILLAGE CA |
| 76,740 |
| $519.2M |
| $18.7M |
| 4 | PRIME THERAPEUTICS PRIME THERAPEUTICS LLC 401(K) PLAN | EAGAN MN | 7,237 | $911.3M | $16.5M |
| 5 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN | MILWAUKEE WI | 1,873 | $452.0M | $10.6M |
| 6 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 7,832 | $326.1M | $10.4M |
| 7 | HCR HCR EMPLOYEE STOCK OWNERSHIP PLAN | ROCHESTER NY | 437 | $8.2M | $8.2M |
| 8 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE MD | 12,374 | $294.7M | $7.8M |
| 9 | THE WILLIAM CARTER COMPANY CARTERS 401(K) SAVINGS PLAN | ATLANTA GA | 6,091 | $318.7M | $5.4M |
| 10 | WATLOW ELECTRIC MANUFACTURING COMPANY WATLOW GROUP 401(K) PLAN | ST. LOUIS MO | 1,431 | $298.2M | $4.7M |
