Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 266 U.S. retirement plans report holding Pepsico, Inc. in their Schedule of Assets, totaling $407.6M 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 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $188.9M |
| 2 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $26.1M |
| 3 | TRUIST FINANCIAL CORPORATION |
CHARLOTTE NC |
| 33,167 |
| $14.7B |
| $25.1M |
| 4 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $16.9M |
| 5 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $14.9M |
| 6 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $11.8M |
| 7 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $11.1M |
| 8 | H.E.BUTT GROCERY COMPANY H-E-B SAVINGS & RETIREMENT PLAN | SAN ANTONIO TX | 113,055 | $4.3B | $5.8M |
| 9 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $4.8M |
| 10 | PROHEALTH PHYSICIANS, P.C. OPTUMCARE 401(K) RETIREMENT PLAN | MINNETONKA MN | 34,555 | $4.6B | $3.6M |
