Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Tesla Inc Tesla Inc ^ in their Schedule of Assets, totaling $4.7M 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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $3.7M |
| 2 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $414K |
| 3 | TOLEDO CLINIC, INC. |
TOLEDO OH |
| 1,520 |
| $261.0M |
| $386K |
| 4 | BOARD OF TRUSTEES UFCW LOCAL 1500 ANNUITY FUND UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1500 ANNUITY PLAN | WESTBURY NY | 6,861 | $47.1M | $64K |
| 5 | SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO TX | 486 | $59.5M | $50K |
| 6 | WARREN EQUIPMENT COMPANY WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | MIDLAND TX | 2,372 | $238.7M | $34K |
| 7 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $33K |
| 8 | STATE OF NY UNIFIED COURT SYSTEM SUFFOLK COUNTY COURT EMPLOYEES ASSOCIATION WELFARE FUND | ALBANY NY | 919 | $4.8M | $18K |
| 9 | TRUSTEES OF LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND | COLLINSVILLE IL | 692 | $26.8M | $17K |
| 10 | GOLDEN STATE ENGINEERING, INC. GOLDEN STATE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PARAMOUNT CA | 137 | $10.4M | $17K |
