Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Wafd Inc. Common Stock in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $4.7M |
| 2 | SIEMENS CORPORATION MASTER TRUST FOR SIEMENS SAVINGS PLANS | ISELIN NJ | — | $9.7B | $710K |
| 3 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN |
| 51,062 |
| $19.0B |
| $677K |
| 4 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $355K |
| 5 | TRUSTEES OF LDC PENSION FUND FOR BALTIMORE AND VICINITY LABORERS' DISTRICT COUNCIL PENSION FUND FOR BALTIM | COLUMBIA MD | 644 | $85.6M | $153K |
| 6 | LOCAL 4911 V.E.B.A C/O BENEFITS ADMINISTRATIVE SERVICE VOLUNTARY LOCAL 4911 RETIREE MEDICAL FUND | RICHMOND HEIGHTS OH | 2,656 | $33.6M | $24K |
| 7 | BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN | PHILADELPHIA PA | 152 | $99.4M | $15K |
| 8 | FEDERAL SIGNAL CORPORATION FEDERAL SIGNAL CORPORATION RETIREMENT PLAN | DOWNERS GROVE IL | 209 | $82.9M | $14K |
| 9 | COLORCON, INC. COLORCON, INC. EMPLOYEES' PENSION PLAN | HARLEYSVILLE PA | 143 | $79.3M | $12K |
| 10 | JT BOARD OF TRUSTEES BOILERMAKERS & BLACKSMITH AFL-CIO LODGE NO 169 BOILERMAKERS' & BLACKSMITHS' AFL-CIO LODGE NO. 169 EMPLOYEE SECURITY & JOINT TRAINING FUND | BINGHAM FARMS MI | 716 | $6.9M | $12K |
