Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding transaction date$ $ (g) in their Schedule of Assets, totaling $59.2M 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 | UTICA MUTUAL INSURANCE COMPANY RETIREMENT INCOME PLAN OF UTICA MUTUAL INSURANCE COMPANY | NEW HARTFORD NY | 212 | $375.0M | $32.4M |
| 2 | TRUSTEES OF TRI-COUNTY BUILDING TRADES HEALTH FUND TRI-COUNTY BUILDING TRADES HEALTH FUND | ONA WV | 1,336 | $39.9M | $9.7M |
| 3 | RBC USA HOLDCO CORPORATION |
MINNEAPOLIS MN |
| 8,535 |
| $21.0M |
| $8.1M |
| 4 | TRUSTEES OF DARTMOUTH COLLEGE DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF | HANOVER NH | 229 | $102.4M | $4.0M |
| 5 | CLARKS AMERICAS, INC. C & J CLARK COMPANY PENSION PLAN | NEEDHAM MA | 76 | $94.6M | $2.4M |
| 6 | QUALITY FOODS CORPORATION KUHN'S MARKET QUALITY FOODS CORPORATION EMPLOYEE PROFIT SHARING PLAN | PITTSBURGH PA | 396 | $10.3M | $958K |
| 7 | OHIO EDUCATION ASSOCIATION OHIO EDUCATION ASSOCIATION GROUP BENEFIT PLAN | COLUMBUS OH | 181 | $19.8M | $903K |
| 8 | JT BD OF TRUSTEES IBEW LU 575 RETIREE HEALTH BENEFIT PLAN AND TRUST IBEW LOCAL UNION 575 RETIREE HEALTH BENEFIT PLAN A | ONA WV | 181 | $4.7M | $400K |
| 9 | STATE VOLUNTEER MUTUAL INSURANCE CO STATE VOLUNTEER MUTUAL INSURANCE COMPANY RETIREMENT PLAN | BRENTWOOD TN | 105 | $56.8M | $364K |
