Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PARTNERS GROUP HOLDING AG in their Schedule of Assets, totaling $14.1M 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 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $5.2M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $2.9M |
| 3 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY |
BLOOMINGTON IL |
| 39,712 |
| $37.7B |
| $2.3M |
| 4 | BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY MO | — | $208.5M | $1.8M |
| 5 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $611K |
| 6 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $445K |
| 7 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS RETIREMENT PLAN | HOUSTON TX | 3,611 | $1.4B | $362K |
| 8 | INTEL CORPORATION INTEL CORPORATION RETIREE MEDICAL PLAN | CHANDLER AZ | 0 | $544.3M | $297K |
| 9 | MICHELIN NORTH AMERICA, INC MICHELIN RETIREMENT PLAN | GREENVILLE SC | 3,464 | $2.2B | $105K |
| 10 | SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD CA | 8,726 | $4.7B | $72K |
