Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pfizer Investment Enterprises in their Schedule of Assets, totaling $10.5M 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 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $5.9M |
| 2 | BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK NY | 22,180 | $2.4B | $800K |
| 3 | TRUSTEES OF LOCAL 153- GHI PENSION PLAN |
NEW YORK NY |
| 117 |
| $237.4M |
| $760K |
| 4 | DASSAULT FALCON JET CORPORATION DASSAULT FALCON JET CORPORATION RETIREMENT INCOME PLAN | LITTLE FERRY NJ | 1,106 | $274.7M | $614K |
| 5 | PRISMA HEALTH LEGACY GHS/TUOMEY PENSION PLAN | GREENVILLE SC | 2,441 | $423.1M | $491K |
| 6 | AARP AARP EMPLOYEES' PENSION PLAN | WASHINGTON DC | 2,180 | $1.6B | $469K |
| 7 | LOWENSTEIN SANDLER LLP LOWENSTEIN SANDLER EMPLOYEES' PENSION PLAN | ROSELAND NJ | 156 | $75.2M | $421K |
| 8 | WOLF & COMPANY, P.C. WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLAN | BOSTON MA | 178 | $63.3M | $414K |
| 9 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN | CARNEGIE PA | 340 | $160.6M | $281K |
| 10 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. PENSION PLAN | KULPSVILLE PA | 32 | $25.7M | $155K |
