Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Various in their Schedule of Assets, totaling $657.3M 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 | MATSON, INC. RETIREMENT PLAN FOR EMPLOYEES OF MATSON | WALNUT CREEK CA | 753 | $242.3M | $240.3M |
| 2 | TECK AMERICAN, INC. & SUBSIDIARIES TECK AMERICAN INCORPORATED RETIREMENT PLAN | SPOKANE WA | 39 | $94.0M | $93.2M |
| 3 | IDAHO OPERATING ENGINEERS-EMPLOYERS PENS IDAHO OPERATING ENGINEERS EMPLOYERS PENSION PLAN |
SPOKANE WA |
| 625 |
| $151.9M |
| $89.0M |
| 4 | YOUNG CONAWAY STARGATT & TAYLOR, LLP YCS&T RETIREMENT PLAN | WILMINGTON DE | 257 | $131.4M | $66.8M |
| 5 | NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEES NORTHWEST IRONWORKERS RETIREMENT PLAN | SEATTLE WA | 3,183 | $854.4M | $52.0M |
| 6 | IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRU IRONWORKERS DISTRICT COUNCIL OF THE PACIFIC NW FIELD IRONWORKERS ANNUITY TRUST FUND | MERCER ISLAND WA | 7,218 | $593.8M | $40.7M |
| 7 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $35.3M |
| 8 | CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN | HADDON HEIGHTS NJ | 192 | $63.1M | $25.3M |
| 9 | PHOENIX CONTACT DEVELOPMENT AND MANUFACTURING, INC. PHOENIX CONTACT EMPLOYEE INVESTMENT PLAN | MIDDLETOWN PA | 1,117 | $169.0M | $5.9M |
| 10 | THE GI ALLIANCE MANAGEMENT, LLC THE GI ALLIANCE MANAGEMENT 401K SAVINGS PLAN | DALLAS TX | 7,060 | $1.1B | $2.9M |
