Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Sumitomo Mitsui Financial Group, Inc. in their Schedule of Assets, totaling $70.2M 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 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $21.9M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $16.6M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY |
| — |
| $1.7B |
| $13.6M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $10.5M |
| 5 | SENTARA HEALTH SENTARA PENSION PLAN | VIRGINIA BEACH VA | 16,048 | $3.2B | $4.1M |
| 6 | LSV ASSET MANAGEMENT LSV INTERNATIONAL VALUE EQUITY TRUST | CHICAGO IL | — | $772.8M | $3.2M |
| 7 | LOWENSTEIN SANDLER LLP LOWENSTEIN SANDLER EMPLOYEES' PENSION PLAN | ROSELAND NJ | 156 | $75.2M | $330K |
