Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pool Corporation in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUST PUGET SOUND ELECTRICAL WORKERS PENSION PLAN | SEATTLE WA | 4,745 | $1.3B | $643K |
| 2 | IBEW LOCAL 269 PENSION FUND IBEW LOCAL 269 PENSION PLAN | WEST TRENTON NJ | 858 | $220.3M | $258K |
| 3 | TRUIST FINANCIAL CORPORATION |
CHARLOTTE NC |
| 33,167 |
| $14.7B |
| $205K |
| 4 | TAMPA MARITIME ASSOCIATION- INTERNATIONAL LONGSHOREMEN'S ASSOC TMA-ILA PENSION PLAN | SALEM VA | 218 | $38.5M | $130K |
| 5 | TEAMSTERS LOCAL 830 PENSION PLAN TEAMSTERS LOCAL 830 PENSION PLAN | PHILADELPHIA PA | 375 | $179.8M | $84K |
| 6 | CHURCHILL HOLDINGS, INC. CHURCHILL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BRENTWOOD TN | 324 | $59.0M | $12K |
| 7 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU HI | 3,335 | $25.3M | $6K |
