Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Royalty Pharma PLC CL A in their Schedule of Assets, totaling $1.4M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $592K |
| 2 | CLAY ELECTRIC COOPERATIVE, INC. CLAY ELECTRIC COOPERATIVE, INC. RETIREE WELFARE BENEFIT PLAN | KEYSTONE HEIGHTS FL | 490 | $75.2M | $566K |
| 3 | STAPLE COTTON COOPERATIVE ASSOCIATION |
GREENWOOD MS |
| 150 |
| $60.8M |
| $163K |
| 4 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $64K |