Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding value.. in their Schedule of Assets, totaling $4.5B 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 | UNITED BENEFITS GROUP CO-OP RETIREMENT PLAN | KANSAS CITY MO | 14,814 | $3.5B | $3.5B |
| 2 | BILLERUD AMERICAS CORP BILLERUD AMERICAS CORPORATION EMPLOYEE PENSION PLAN | MIAMISBURG OH | 533 | $336.4M | $333.3M |
| 3 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN |
CHARLOTTE NC |
| 1,250 |
| $159.0M |
| $159.0M |
| 4 | B&G FOODS NORTH AMERICA, INC. B&G FOODS PENSION PLAN | PARSIPPANY NJ | 400 | $88.1M | $129.0M |
| 5 | BLUE CROSS BLUE SHIELD OF MICHIGAN BLUE CROSS BLUE SHIELD OF MICHIGAN RETIREE MEDICAL BENEFIT PLAN | DETROIT MI | — | $477.2M | $53.5M |
| 6 | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS PENSION PLAN | UPPER MARLBORO MD | 677 | $887.7M | $48.9M |
| 7 | PREMIER IMAGING VENTURES, LLC DBA LUCIDHEALTH LUCIDHEALTH 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 467 | $325.4M | $38.3M |
| 8 | AA OBGYN, PLLC AA OBGYN, PLLC 401(K) PLAN | AUSTIN TX | 183 | $33.8M | $33.8M |
| 9 | MARMIC FIRE & SAFETY CO., INC. MARMIC FIRE & SAFETY 401(K) PLAN | JOPLIN MO | 1,182 | $22.3M | $22.3M |
| 10 | BOARD OF TRUSTEES-TEAMSTERS LOCAL 631 SECURITY PLAN FOR SO NV TEAMSTERS LOCAL 631 SECURITY PLAN FOR SOUTHERN NEVADA | LAS VEGAS NV | 4,025 | $284.4M | $16.6M |
