Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Truist Bank in their Schedule of Assets, totaling $8.1M 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 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $5.3M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $497K |
| 3 | ARROWPOINT GROUP, INC THE PENSION PLAN OF ARROWOOD INDEMNITY COMPANY |
CHARLOTTE NC |
| 69 |
| $524.6M |
| $491K |
| 4 | MORGANITE INDUSTRIES, INC. MORGAN US EMPLOYEES' RETIREMENT PLAN | RALEIGH NC | 278 | $127.0M | $395K |
| 5 | BOARD OF TRUSTEES OF THE EASTERN EASTERN SHORE TEAMSTERS PENSION FUND | BALTIMORE MD | 300 | $166.2M | $249K |
| 6 | AMPAM PARKS MECHANICAL, INC. AMPAM PARKS MECHANICAL, INC. PROFIT SHARING PLAN | CARSON CA | 11 | $3.1M | $248K |
| 7 | WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND | STOCKTON CA | 50,358 | $41.2M | $247K |
| 8 | BOARD OF TRUSTEES NORTHERN CALI GENERAL TEAMSTERS SECURITY FUND NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND | STOCKTON CA | 20,810 | $633.5M | $247K |
| 9 | BAC LOCAL NO. 1 WASHINGTON PENSION TRUST BAC LOCAL NO. 1 WASHINGTON PENSION TRUST | SEATTLE WA | 737 | $162.9M | $185K |
| 10 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. PENSION PLAN | KULPSVILLE PA | 32 | $25.7M | $157K |
