Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Purchase in their Schedule of Assets, totaling $819.7M 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 | TROUTMAN PEPPER HAMILTON SANDERS LLP TROUTMAN PEPPER CASH BALANCE PLAN | ATLANTA GA | 472 | $219.9M | $217.6M |
| 2 | BLUE CROSS BLUE SHIELD OF MICHIGAN BLUE CROSS BLUE SHIELD OF MICHIGAN RETIREE MEDICAL BENEFIT PLAN | DETROIT MI | — | $477.2M | $160.1M |
| 3 | NEBRASKA BANKERS ASSN VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION |
LINCOLN NE |
| 4,614 |
| $73.6M |
| $133.7M |
| 4 | RETA TRUST RETA PLAN | WALNUT CREEK CA | 23,680 | $101.4M | $64.3M |
| 5 | ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION PENSION PLAN | LAKE ZURICH IL | 289 | $151.3M | $32.5M |
| 6 | IBEW LOCAL NO. 143 PENSION PLAN IBEW LOCAL NO. 143 PENSION PLAN | PITTSBURGH PA | 365 | $80.5M | $32.0M |
| 7 | VASSAR BROTHERS HOSPITAL VASSAR BROTHERS HOSPITAL PENSION PLAN | DANBURY CT | 753 | $138.5M | $28.7M |
| 8 | MNS, LTD. MNS, LTD. PROFIT-SHARING PLAN | HONOLULU HI | 1,949 | $265.8M | $22.7M |
| 9 | HILLSIDE CHILDREN'S CENTER HILLSIDE FAMILY OF AGENCIES PENSION PLAN | ROCHESTER NY | 325 | $24.1M | $18.9M |
| 10 | HARDINGE INC. HARDINGE INC. PENSION PLAN | ELMIRA NY | 59 | $55.3M | $13.2M |
