Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Workiva Inc Common stock in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SIEMENS CORPORATION MASTER TRUST FOR SIEMENS SAVINGS PLANS | ISELIN NJ | — | $9.7B | $1.9M |
| 2 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST | SUSSEX WI | — | $2.1B | $484K |
| 3 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST |
PORTLAND OR |
| — |
| $1.6B |
| $458K |
| 4 | TRADEHOME HOLDINGS, INC. TRADEHOME SHOE STORES, INC. PROFIT SHARING PLAN | COTTAGE GROVE MN | 405 | $36.8M | $286K |
| 5 | MINNESOTA ELEVATOR, INC MINNESOTA ELEVATOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | MANKATO MN | 146 | $74.0M | $114K |
| 6 | BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING MI | 9,786 | $1.3B | $93K |
| 7 | COMFORT FLOW HEATING, CO. COMFORT FLOW HEATING, CO. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 181 | $12.0M | $12K |
| 8 | GENERAL WIRE SPRING COMPANY GENERAL WIRE SPRING COMPANY PENSION PLAN FOR BARGAINING UNIT EMPLOYEES | MC KEES ROCKS PA | 36 | $10.8M | $6K |
