Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Shares Page 1 of in their Schedule of Assets, totaling $97.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA | OAKLAND CA | 24,741 | $3.3B | $97.8M |
| 2 | BASIC CRAFTS WORKERS' COMPENSATION BENEFIT TRUST FUND BASIC CRAFT WORKERS' COMPENSATION BENEFIT TRUST FU | OAKLAND CA | 3,773 | $1.4M | $87K |
