Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding ROCHE HOLDING AG-GENUSSCHEIN in their Schedule of Assets, totaling $19.4M 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 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST II | KANSAS CITY MO | — | $429.3M | $4.7M |
| 2 | TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS MO | 11,875 | $3.4B | $4.0M |
| 3 | MORGAN STANLEY INVESTMENT MANAGEMENT |
KANSAS CITY MO |
| — |
| $367.0M |
| $3.9M |
| 4 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $2.7M |
| 5 | BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY MO | — | $208.5M | $2.1M |
| 6 | CSX CORPORATION CSX CORPORATION MASTER RETIREMENT SAVINGS PLAN & TRUST | JACKSONVILLE FL | — | $3.1B | $641K |
| 7 | MICHELIN NORTH AMERICA, INC MICHELIN RETIREMENT PLAN | GREENVILLE SC | 3,464 | $2.2B | $598K |
| 8 | EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON DC | 2,086 | $1.2B | $584K |
| 9 | BOARD OF TRUSTEES, LOS ANGELES HOTEL-RESTAURANT LOS ANGELES HOTEL-RESTAURANT EMPLOYER-UNION RETIREMENT FUND | LOS ANGELES CA | 13,911 | $421.7M | $190K |
