Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Stifel Finl Corp. Fixed 4% Due 05-15-2030 in their Schedule of Assets, totaling $5.2M 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 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $2.8M |
| 2 | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND MIDWEST OPERATING ENGINEERS PENSION TRUST FUND | COUNTRYSIDE IL | 13,117 | $6.0B | $1.5M |
| 3 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC |
ALBUQUERQUE NM |
| 3,118 |
| $6.2B |
| $566K |
| 4 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $276K |
| 5 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $54K |
| 6 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $8K |
