Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Samsung Electronics Co. Ltd Common Stock in their Schedule of Assets, totaling $62.2M 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 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. EMERGING MARKETS EQUITY SERIES | MINNEAPOLIS MN | — | $3.0B | $22.8M |
| 2 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $13.7M |
| 3 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. |
MINNEAPOLIS MN |
| — |
| $429.6M |
| $8.6M |
| 4 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $7.7M |
| 5 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $6.9M |
| 6 | SHANDS TEACHING HOSPITAL AND CLINICS, INC. SHANDS HEALTHCARE PENSION PLAN II | GAINESVILLE FL | 2,264 | $999.2M | $1.9M |
| 7 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - EMERGING MARKETS EQUITY SERIES A | LOS ANGELES CA | — | $22.9M | $673K |
