Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 104 U.S. retirement plans report holding Rockwell Automation, Inc. in their Schedule of Assets, totaling $310.6M 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 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $261.8M |
| 2 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $14.4M |
| 3 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND |
ROCKVILLE MD |
| 343,794 |
| $20.4B |
| $4.9M |
| 4 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $3.4M |
| 5 | 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 | $1.9M |
| 6 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $1.7M |
| 7 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $1.7M |
| 8 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS RETIREMENT PLAN | ATLANTA GA | 39,297 | $21.2B | $1.7M |
| 9 | BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY MO | — | $208.5M | $1.7M |
| 10 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $1.6M |
