Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Raymond James Financial, Inc. in their Schedule of Assets, totaling $45.8M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $24.5M |
| 2 | HAWAIIAN ELECTRIC INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES | HONOLULU HI | 2,139 | $1.9B | $2.2M |
| 3 | DOMINION ENERGY, INC. |
RICHMOND VA |
| — |
| $8.3B |
| $2.0M |
| 4 | UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL PA | — | $1.4B | $2.0M |
| 5 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $1.9M |
| 6 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST MID CAP BLEND | KANSAS CITY MO | — | $178.6M | $1.6M |
| 7 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $1.4M |
| 8 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $1.4M |
| 9 | GENERAL MILLS, INC. GMI INVESTMENT TRUST - POOLED EQUITY FUND | MINNEAPOLIS MN | — | $1.4B | $1.3M |
| 10 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $1.3M |
