Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Stifel Finl Corp. 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.
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 | BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLAN AUTOMOTIVE INDUSTRIES PENSION PLAN | DUBLIN CA | 2,999 | $2.1B | $1.1M |
| 2 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $432K |
| 3 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN |
PHILADELPHIA PA |
| 2,425 |
| $644.1M |
| $361K |
| 4 | OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 527 PENSION TRUST PENSION PLAN FOR LOCAL UNION 527 OF OPERATIVE PLASTERERS AND CEMENT MASONS | BRIDGETON MO | 511 | $154.0M | $256K |
| 5 | BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 RETAIL MEAT PENSION PLAN | MOUNT LAUREL NJ | 1,525 | $521.2M | $125K |
| 6 | MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS ALLIED INDUSTRY PEN MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS PENSION TRUST | EARTH CITY MO | — | $35.9M | $73K |
| 7 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES - CAREY | AUBURN HILLS MI | 68 | $28.5M | $69K |
| 8 | BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND | PEEKSKILL NY | 669 | $278.6M | $62K |
| 9 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES -N. BALTIMORE | AUBURN HILLS MI | 15 | $17.2M | $43K |
| 10 | ONE GAS, INC. ONE GAS, INC. RETIREMENT PLAN | TULSA OK | 599 | $726.1M | $32K |
