Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Preferred stock in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON NJ | 0 | $11.7B | $329K |
| 2 | PILLSBURY WINTHROP SHAW PITTMAN LLP PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLANS NO. 1 AND NO. 2 MASTER TRUST | SAN FRANCISCO CA | — | $1.3B | $268K |
| 3 | DINSMORE & SHOHL LLP |
CINCINNATI OH |
| 1,461 |
| $472.2M |
| $262K |
| 4 | LYONDELL CHEMICAL CO, EQUISTAR CHEMICALS LP, & HOUSTON REFINING LP LYONDELL CHEMICAL COMPANY, EQUISTAR CHEMICALS LP, AND HOUSTON REFINING, LP MASTER TRUST | HOUSTON TX | — | $2.8B | $189K |
| 5 | JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 289 | $147.4M | $151K |
| 6 | AVAYA INC. AVAYA INC. MASTER TRUST | MORRISTOWN NJ | — | $1.6B | $88K |
| 7 | AVAYA INC. AVAYA SAVINGS PLAN FOR SALARIED EMPLOYEES | MORRISTOWN NJ | 983 | $1.4B | $84K |
| 8 | ATH HOLDING COMPANY, LLC ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST | INDIANAPOLIS IN | — | $11.9B | $53K |
| 9 | MACON ORTHOPAEDIC & HAND CENTER, PA MACON ORTHOPEDIC & HAND CENTER, PA 401(K) PROFIT SHARING PLAN | MACON GA | 305 | $49.2M | $50K |
| 10 | ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH PA | — | $1.5B | $40K |
