Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding REGISTERED INVESTMENT COMPANIES * Baker Hughes Holdings, LLC Small Cap Unit O in their Schedule of Assets, totaling $130.6M 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 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES INCORPORATED RETIREMENT PLAN MASTER TRUST | HOUSTON TX | — | $300.1M | $98.4M |
| 2 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES COMPANY 401(K) PLAN | HOUSTON TX | 11,706 | $4.0B | $32.2M |
