Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust in their Schedule of Assets, totaling $7.2B 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 | ROBERT BOSCH LLC BOSCH SAVINGS INCENTIVE PLAN | BROADVIEW IL | 14,168 | $4.6B | $4.5B |
| 2 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP RETIREMENT SAVINGS PLAN | ATLANTA GA | 952 | $596.0M | $591.2M |
| 3 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLAN |
CINCINNATI OH |
| 1,480 |
| $506.2M |
| $500.3M |
| 4 | SIMPSON THACHER & BARTLETT LLP SIMPSON, THACHER & BARTLETT PROFIT SHARING PLAN FOR PARTNERS AND NON LEGAL EMPLOYEES | NEW YORK NY | 1,141 | $455.8M | $452.8M |
| 5 | SIMPSON THACHER & BARTLETT LLP SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & ASSOCIATES | NEW YORK NY | 1,239 | $306.0M | $305.3M |
| 6 | BOSCH SECURITY SYSTEMS, INC. BOSCH SECURITY SYSTEMS RETIREMENT SAVINGS PLAN | BROADVIEW IL | 808 | $200.5M | $197.8M |
| 7 | SCHNUCK MARKETS, INC. SCHNUCKS PAY DEFERRAL PLAN | ST. LOUIS MO | 841 | $149.7M | $148.5M |
| 8 | SCHNUCK MARKETS, INC. SCHNUCKS PAY DEFERRAL PLAN-30 | ST. LOUIS MO | 12,661 | $150.1M | $147.5M |
| 9 | LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL INC. 401(K) FOR HOURLY EMPLOYEES | RICHARDSON TX | 5,006 | $129.3M | $120.4M |
| 10 | CINCINNATI BELL INC. CINCINNATI BELL INC. SAVINGS AND SECURITY PLAN | CINCINNATI OH | 610 | $110.4M | $107.7M |
