Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Truist Financial Corporation Common Stock in their Schedule of Assets, totaling $55K 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 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $35K |
| 2 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $20K |
