Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Rolls Royce Holdings Plc Common stock in their Schedule of Assets, totaling $24.0M 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 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $15.3M |
| 2 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES CA | — | $198.0M | $7.2M |
| 3 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND |
MADISON HEIGHTS MI |
| 2,271 |
| $544.8M |
| $1.4M |
| 4 | IBEW LOCAL 712 PENSION TRUST FUND IBEW LOCAL 712 PENSION TRUST FUND | PITTSBURGH PA | 461 | $106.1M | $108K |
| 5 | LOCAL 4911 V.E.B.A C/O BENEFITS ADMINISTRATIVE SERVICE VOLUNTARY LOCAL 4911 RETIREE MEDICAL FUND | RICHMOND HEIGHTS OH | 2,656 | $33.6M | $39K |
| 6 | BOARD OF TRUSTEES DETROIT BAKERS LOCAL 326 HEALTH & WELFARE FUND DETROIT BAKERS LOCAL 326 HEALTH & WELFARE FUND | ALLEN PARK MI | 69 | $2.7M | $8K |
| 7 | JT BD OF TR CUMB MD TEAMSTERS CONST. IND. & MISC. PENSION FUND CUMBERLAND MD TEAMSTERS CONST. IND. & MISC. PENSION FUND | CUMBERLAND MD | 14 | $9.1M | $6K |
