Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding W R Berkley Corp Common stock in their Schedule of Assets, totaling $2.5M 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 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN | BIRMINGHAM AL | 257 | $1.2B | $1.4M |
| 2 | HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU HI | 2,457 | $426.2M | $368K |
| 3 | HALOCARBON PRODUCTS CORPORATION |
PEACHTREE CORNERS GA |
| 53 |
| $12.4M |
| $329K |
| 4 | BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD CT | 463 | $50.6M | $207K |
| 5 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $110K |
| 6 | OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON NJ | 77 | $132.7M | $40K |
| 7 | BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN | PHILADELPHIA PA | 152 | $99.4M | $22K |
| 8 | COLORCON, INC. COLORCON, INC. EMPLOYEES' PENSION PLAN | HARLEYSVILLE PA | 143 | $79.3M | $18K |
