Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Standard Chartered PLC Common Stock in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $5.2M |
| 2 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES CA | — | $198.0M | $2.3M |
| 3 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA OK | 237 | $101.4M | $64K |