Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 369 U.S. retirement plans report holding performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. in their Schedule of Assets, totaling $930K 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 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON VA | 23,584 | $3.4B | $3K |
| 2 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $3K |
| 3 | PENTAIR INC PENTAIR INC RETIREMENT SAVINGS AND STOCK |
GOLDEN VALLEY MN |
| 4,636 |
| $909.7M |
| $3K |
| 4 | BARNES & NOBLE, INC. BARNES & NOBLE 401(K) PLAN | WESTBURY NY | 13,045 | $789.9M | $3K |
| 5 | ILLINOIS TOOL WORKS INC. ILLINOIS TOOL WORKS INC. RETIREE HEALTH AND WELFARE PLAN | GLENVIEW IL | — | $399.9M | $3K |
| 6 | VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP PA | 2,664 | $372.3M | $3K |
| 7 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $3K |
| 8 | BURRTEC WASTE INDUSTRIES, INC. BURRTEC RETIREMENT SAVINGS PLAN | FONTANA CA | 1,769 | $163.4M | $3K |
| 9 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $3K |
| 10 | INNOVATIVE DEFENSE TECHNOLOGIES, IDT 401(K) PLAN | ARLINGTON VA | 408 | $66.4M | $3K |
