Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding S&P GLOBAL INC SHARES COM M ON STOCK in their Schedule of Assets, totaling $2.5M 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 | SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST | VERO BEACH FL | 13,898 | $192.9M | $2.1M |
| 2 | THE BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS OF THE CAROLINAS DEF PLUMBERS AND PIPEFITTERS OF THE CAROLINAS DEFINED CONTRIBUTION PLAN | PEMBROKE PINES FL | 1,335 | $63.5M | $379K |
| 3 |
PEMBROKE PINES FL |
| 152 |
| $3.4M |
| $5K |
