Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding U.S. Bancorp. in their Schedule of Assets, totaling $13.5M 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 2025 | JERSEY CITY NJ | — | $1.7B | $5.6M |
| 2 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $2.3M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $2.2M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $1.6M |
| 5 | UNITED BANKSHARES, INC. UNITED BANKSHARES, INC. PENSION PLAN | PARKERSBURG WV | 259 | $183.0M | $691K |
| 6 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $605K |
| 7 | NEVILLE CHEMICAL COMPANY PENSION PLAN FOR HOURLY EMPLOYEES OF NEVILLE CHEMICAL COMPANY | PITTSBURGH PA | 26 | $21.8M | $218K |
| 8 | NEVILLE CHEMICAL COMPANY PENSION PLAN FOR SALARIED EMPLOYEES OF NEVILLE CHEMICAL COMPANY | PITTSBURGH PA | 22 | $25.3M | $93K |
| 9 | BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY | TROY MI | 4,904 | $1.4B | $63K |
| 10 | THERM, INCORPORATED THERM, INCORPORATED 401(K) PLAN | ITHACA NY | 133 | $11.3M | $37K |
