Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Stifel Financial Corp. Common Stock in their Schedule of Assets, totaling $10.1M 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 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $4.5M |
| 2 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $2.0M |
| 3 | BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUND INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B PENSION FD |
FLUSHING NY |
| 826 |
| $328.2M |
| $808K |
| 4 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $756K |
| 5 | BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING MI | 9,786 | $1.3B | $710K |
| 6 | SMART & FINAL PENSION PLAN SMART & FINAL PENSION PLAN | COMMERCE CA | 820 | $168.9M | $567K |
| 7 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $339K |
| 8 | TRUSTEES OF LDC PENSION FUND FOR BALTIMORE AND VICINITY LABORERS' DISTRICT COUNCIL PENSION FUND FOR BALTIM | COLUMBIA MD | 644 | $85.6M | $138K |
| 9 | BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4 FLINT AREA SHEET METAL WORKERS LOCAL 7-4 PENSION FUND | TROY MI | 203 | $61.8M | $63K |
| 10 | VIGO IMPORTING COMPANY VIGO IMPORTING COMPANY PROFIT SHARING PLAN | TAMPA FL | 200 | $24.0M | $29K |
