Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SVB FINANCIAL GROUP in their Schedule of Assets, totaling $780K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | MUNICIPAL CREDIT UNION MUNICIPAL CREDIT UNION DEFINED BENEFIT PLAN | NEW YORK NY | 187 | $169.4M | $180K |
| 3 | INTERMOUNTAIN POWER SERVICE CORPORATION |
DELTA UT |
| 297 |
| $330.5M |
| $600 |