Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Prudential Trust Company in their Schedule of Assets, totaling $133.3M 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 | PLUMBERS LOCAL UNION NO. 200 SUPPLEMENTAL VESTED ANNUITY FUND PLUMBERS LOCAL UNION NO. 200 SUPPLEMENTAL VESTED ANNUITY FUND | RONKONKOMA NY | 712 | $81.3M | $54.3M |
| 2 | BMC SOFTWARE, INC. BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 1,840 | $1.4B | $35.0M |
| 3 | CITGO PETROLEUM CORPORATION |
HOUSTON TX |
| — |
| $1.3B |
| $17.2M |
| 4 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 2,429 | $1.0B | $13.2M |
| 5 | MONRO, INC. MONRO, INC. PENSION PLAN | FAIRPORT NY | 30 | $16.6M | $6.9M |
| 6 | CITGO PETROLEUM CORPORATION EMPLOYEES' THRIFT PLAN OF CITGO PETROLEUM CORPORATION | HOUSTON TX | 1,839 | $320.5M | $4.0M |
| 7 | INGEVITY CORPORATION INGEVITY CORPORATION RETIREMENT PLAN FOR BARGAINED HOURLY EMPLOYEES | NORTH CHARLESTON SC | 271 | $27.3M | $2.6M |
