Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Sony Group Corporation Common stock in their Schedule of Assets, totaling $2.6M 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 | TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND | TROY MI | 1,348 | $421.7M | $1.5M |
| 2 | BAXTER INTERNATIONAL INC. BAXTER INTERNATIONAL INC. AND SUBSIDIARIES PENSION MASTER TRUST | DEERFIELD IL | — | $1.5B | $370K |
| 3 |
BINGHAM FARMS MI |
| 37 |
| $19.4M |
| $233K |
| 4 | SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY MI | 1,429 | $30.4M | $225K |
| 5 | SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY MI | 1,122 | $16.4M | $128K |
| 6 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $54K |
| 7 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND | TROY MI | 494 | $16.4M | $20K |
| 8 | COMFORT FLOW HEATING, CO. COMFORT FLOW HEATING, CO. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 181 | $12.0M | $14K |
| 9 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | DAVENPORT IA | 227 | $80.0M | $7K |
| 10 | GENERAL WIRE SPRING COMPANY GENERAL WIRE SPRING COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES | MC KEES ROCKS PA | 36 | $10.8M | $3K |
