Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Rockwell Automation Common stock in their Schedule of Assets, totaling $977K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRADEHOME HOLDINGS, INC. TRADEHOME SHOE STORES, INC. PROFIT SHARING PLAN | COTTAGE GROVE MN | 405 | $36.8M | $380K |
| 2 | HUB FOLDING BOX COMPANY, INC. HUB FOLDING BOX COMPANY, INC. UNION MEMBERS' PENSION PLAN | MANSFIELD MA | 62 | $12.0M | $206K |
| 3 | SAMFORD UNIVERSITY |
BIRMINGHAM AL |
| 299 |
| $170.2M |
| $155K |
| 4 | MINNESOTA ELEVATOR, INC MINNESOTA ELEVATOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | MANKATO MN | 146 | $74.0M | $136K |
| 5 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $101K |