Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Shell plc in their Schedule of Assets, totaling $84.4M 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 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $14.1M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $13.6M |
| 3 | LSV ASSET MANAGEMENT LSV INTERNATIONAL VALUE EQUITY TRUST |
| — |
| $772.8M |
| $12.6M |
| 4 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $11.3M |
| 5 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST II | KANSAS CITY MO | — | $429.3M | $8.0M |
| 6 | MORGAN STANLEY INVESTMENT MANAGEMENT INTERNATIONAL EQUITY TRUST | KANSAS CITY MO | — | $367.0M | $6.7M |
| 7 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $3.2M |
| 8 | SIEMENS CORPORATION MASTER TRUST FOR SIEMENS SAVINGS PLANS | ISELIN NJ | — | $9.7B | $1.9M |
| 9 | BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND EQUITY-LEAGUE PENSION TRUST FUND | NEW YORK NY | 22,180 | $2.4B | $1.5M |
| 10 | BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSION MOTION PICTURE INDUSTRY PENSION PLAN | STUDIO CITY CA | 61,464 | $5.9B | $1.2M |
