Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Sofi Technologies Inc Common stock in their Schedule of Assets, totaling $1.0M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $603K |
| 2 | JASMINE VINEYARDS, INC. JASMINE VINEYARDS, INC. PROFIT SHARING PLAN | DELANO CA | 548 | $11.2M | $196K |
| 3 | HOLSUM INCORPORATED RETIREMENT PLAN FOR EMPLOYEES OF HOLSUM INCORPORATED |
ROSWELL NM |
| 86 |
| $8.2M |
| $108K |
| 4 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $52K |
| 5 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $18K |
| 6 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSOCIATION PENSION TRUST DEFINED CONTRIBUTION PLAN | BRAINERD MN | 1,008 | $46.5M | $18K |
| 7 | BOARD OF TRUSTEES OF UNITED UNITED CONSTRUCTION WORKERS PENSION FUND | BRAINERD MN | 160 | $48.8M | $13K |
| 8 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSN PENSION TRUST DEFINED BENEFIT PLAN | BRAINERD MN | 381 | $59.0M | $12K |
