Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Pathward Financial Inc in their Schedule of Assets, totaling $3.3M 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 | TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS MO | 11,875 | $3.4B | $1.3M |
| 2 | I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUST I.B.E.W. LOCAL UNION NO 357 PENSION TRUST FUND, PLAN A | LAS VEGAS NV | 2,514 | $551.7M | $535K |
| 3 | JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND |
VALLEY VIEW OH |
| 2,011 |
| $350.4M |
| $436K |
| 4 | PIPE FITTERS LOCAL UNION 120 PENS. FUND PIPE FITTERS LOCAL UNION NO. 120 PENSION PLAN | CLEVELAND OH | 788 | $221.5M | $435K |
| 5 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $270K |
| 6 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN MO-KAN IRON WORKERS PENSION FUND | KANSAS CITY MO | 1,008 | $265.9M | $218K |
| 7 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $65K |
| 8 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $43K |
| 9 | SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD CA | 8,726 | $4.7B | $30K |
