Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Raymond James Bank in their Schedule of Assets, totaling $19.0M 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 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $18.5M |
| 2 | AMPAM PARKS MECHANICAL, INC. AMPAM PARKS MECHANICAL, INC. PROFIT SHARING PLAN | CARSON CA | 11 | $3.1M | $248K |
| 3 | BOARD OF TRUSTEES NORTHERN CALI GENERAL TEAMSTERS SECURITY FUND |
STOCKTON CA |
| 20,810 |
| $633.5M |
| $248K |
