Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding SoFi Technologies Inc. in their Schedule of Assets, totaling $1.8M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $855K |
| 2 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $649K |
| 3 | PACIFIC GAS AND ELECTRIC COMPANY |
OAKLAND CA |
| — |
| $17.4B |
| $160K |
| 4 | QUADIENT INC. QUADIENT INC. 401(K) PLAN | MILFORD CT | 1,573 | $282.5M | $57K |
| 5 | RHOMBUS SERVICES, LLC DBA BRANDPOINT SERVICES RHOMBUS SERVICES, LLC CASH BALANCE PENSION PLAN | TROOPER NJ | 108 | $2.8M | $47K |
| 6 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $23K |
| 7 | CHRISTIAN SCHOOLS INTERNATIONAL (CSI) CSI INSURANCE PLAN AND TRUST FUND | GRANDVILLE MI | 2,210 | $5.5M | $5K |
