Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Raymond James Finl. Inc. in their Schedule of Assets, totaling $1.7M 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 | KINDER MORGAN, INC. KINDER MORGAN RETIREMENT PLAN MASTER TRUST | HOUSTON TX | — | $1.7B | $364K |
| 2 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $261K |
| 3 | OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 527 PENSION TRUST |
BRIDGETON MO |
| 511 |
| $154.0M |
| $248K |
| 4 | BOARD OF TRUSTEES, TEAMSTERS RETIREMENT PENSION PLAN TEAMSTERS RETIREMENT PENSION PLAN | BLOOMINGTON MN | 1,399 | $506.4M | $176K |
| 5 | PLUMBERS AND STEAMFITTERS LOCAL NO. 7 WELFARE FUND UNITED ASSOCIATION LOCAL NO. 7 WELFARE FUND | LATHAM NY | 858 | $99.1M | $170K |
| 6 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $85K |
| 7 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES - CAREY | AUBURN HILLS MI | 68 | $28.5M | $74K |
| 8 | MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS ALLIED INDUSTRY PEN MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS PENSION TRUST | EARTH CITY MO | — | $35.9M | $71K |
| 9 | BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN BLET DISABILITY AND WELFARE BENEFIT TRUST FUND | INDEPENDENCE OH | 10,641 | $20.4M | $48K |
| 10 | BOCA RATON REGIONAL HOSPITAL, INC. BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN | BOCA RATON FL | 358 | $74.7M | $47K |
