Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Takeda Pharmaceutical Co Ltd Common stock in their Schedule of Assets, totaling $33.7M 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 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $9.8M |
| 2 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN | BETHESDA MD | 94,445 | $51.4B | $8.8M |
| 3 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. |
MINNEAPOLIS MN |
| — |
| $429.6M |
| $8.4M |
| 4 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $3.2M |
| 5 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $1.8M |
| 6 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES CA | — | $198.0M | $856K |
| 7 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEES | BETHESDA MD | 18,568 | $3.0B | $508K |
| 8 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION HOURLY EMPLOYEE SAVINGS PLAN PLUS | BETHESDA MD | 6,626 | $1.2B | $197K |
| 9 | BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY NY | 391 | $155.4M | $84K |
| 10 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION OPERATIONS SUPPORT SAVINGS PLAN | BETHESDA MD | 1,125 | $389.2M | $67K |
