Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding United Parcel Service-Cl B in their Schedule of Assets, totaling $6.0M 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 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $3.3M |
| 2 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $919K |
| 3 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN |
WILKES-BARRE PA |
| 902 |
| $27.6M |
| $378K |
| 4 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $267K |
| 5 | KNIGHTS OF COLUMBUS SUPREME COUNCIL KNIGHTS OF COLUMBUS MASTER TRUST | NEW HAVEN CT | — | $655.5M | $250K |
| 6 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC LARGE CAP VALUE FUND | KANSAS CITY MO | — | $91.3M | $240K |
| 7 | JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON MD | 14,943 | $6.6B | $191K |
| 8 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $166K |
| 9 | CLAXTON-HEPBURN MEDICAL CENTER RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | OGDENSBURG NY | 105 | $37.0M | $126K |
| 10 | HALLMARK CARDS, INC. HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 2,303 | $442.9M | $59K |
