Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Stifel Financial Corp. in their Schedule of Assets, totaling $40.8M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $17.8M |
| 2 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $4.6M |
| 3 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN |
ROCKVILLE MD |
| 89,789 |
| $18.1B |
| $3.2M |
| 4 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $3.0M |
| 5 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $1.8M |
| 6 | GENERAL MILLS, INC. GMI INVESTMENT TRUST - POOLED EQUITY FUND | MINNEAPOLIS MN | — | $1.4B | $1.6M |
| 7 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $1.2M |
| 8 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE AK | 3,855 | $2.1B | $1.1M |
| 9 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $1.1M |
| 10 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $755K |
