Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding U.S. Bank Investments held at U.S. Bank (see attached) in their Schedule of Assets, totaling $267.9M 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 | MERITER HEALTH SERVICES, INC. MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN | MADISON WI | 930 | $192.4M | $192.3M |
| 2 | LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN | MINNEAPOLIS MN | 126 | $75.6M | $75.5M |
