Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VISA INC 2.7% 04/15/2040 in their Schedule of Assets, totaling $627K 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 | THE METHODIST HOSPITALS, INC. THE METHODIST HOSPITALS, INC. RETIREMENT PLAN | GARY IN | 42 | $74.9M | $284K |
| 2 | WATEROUS COMPANY WATEROUS COMPANY PENSION PLAN | BIRMINGHAM AL | 45 | $35.6M | $249K |
| 3 | AMERICAN VALVE AND HYDRANT MANUFACTURING COMPANY AV&H MANUFACTURING COMPANY EMPLOYEES PENSION PLAN |
BIRMINGHAM AL |
| 19 |
| $8.7M |
| $61K |
| 4 | SPECIFICATION RUBBER PRODUCTS, INC. SPECIFICATION RUBBER PRODUCTS INC. HOURLY DEFINED BENEFIT PLAN | BIRMINGHAM AL | 14 | $4.6M | $32K |
