Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SVB FINANCIAL GROUP in their Schedule of Assets, totaling $600K 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 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $599K |
| 2 | INTERMOUNTAIN POWER SERVICE CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF INTERMOUNTAIN POWER SERVICE CORPORATION | DELTA UT | 297 | $330.5M | $600 |
