Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Pernod Ricard Sa in their Schedule of Assets, totaling $62.2M 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 | MONDRIAN INVESTMENT GROUP US, INC. MONDRIAN INTERNATIONAL EQUITY FUND, L.P. | WILMINGTON DE | — | $2.4B | $38.7M |
| 2 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST II | KANSAS CITY MO | — | $429.3M | $6.4M |
| 3 | MORGAN STANLEY INVESTMENT MANAGEMENT |
KANSAS CITY MO |
| — |
| $367.0M |
| $5.3M |
| 4 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $4.1M |
| 5 | ABERDEEN ASSET MANAGEMENT EAFE PLUS FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY MO | — | $204.3M | $2.6M |
| 6 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $1.5M |
| 7 | CSX CORPORATION CSX CORPORATION MASTER RETIREMENT SAVINGS PLAN & TRUST | JACKSONVILLE FL | — | $3.1B | $877K |
| 8 | CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING TX | 976 | $1.9B | $568K |
| 9 | LABORERS DISTRICT COUNCIL OF W. PA WELFARE FUND BOARD OF TRUSTEES LABORERS DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND | PITTSBURGH PA | 5,257 | $532.7M | $560K |
| 10 | MICHELIN NORTH AMERICA, INC MICHELIN RETIREMENT PLAN | GREENVILLE SC | 3,464 | $2.2B | $559K |
