Plan Ledger DOL Form 5500 · updated monthly

Employee-owned companiesESOP

2,970 employers on file sponsor an employee stock ownership plan, a retirement plan invested primarily in the employer's own stock, so the workforce holds a stake in the business. Ranked by plan assets; KSOP marks plans that combine an ESOP with a 401(k), and leveraged means the plan borrowed to buy its shares.

ESOP sponsors2,970
MICROSOFT CORPORATION WA · KSOP$77.8B · 178,595 accts
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES WA · KSOP$73.8B · 215,449 accts
INTERNATIONAL BUSINESS MACHINES CORPORATION NY · KSOP$63.3B · 142,001 accts
BANK OF AMERICA CORPORATION NC · KSOP$62.9B · 248,103 accts
RTX CORPORATION CT · KSOP · leveraged$58.6B · 211,992 accts
WELLS FARGO & COMPANY CA · KSOP · leveraged$57.9B · 247,396 accts
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NJ · KSOP$52.4B · 297,359 accts
LOCKHEED MARTIN CORPORATION MD · KSOP$51.4B · 144,580 accts
WALMART INC. AR · KSOP$50.7B · 1,161,254 accts
NORTHROP GRUMMAN CORPORATION VA · KSOP$44.3B · 148,763 accts
AT&T INC. TX · KSOP$43.1B · 188,628 accts
COSTCO WHOLESALE CORPORATION WA · KSOP$41.5B · 270,870 accts
VERIZON COMMUNICATIONS INC. NJ · KSOP$31.3B · 12,068 accts
CVS HEALTH CORPORATION RI · KSOP$30.1B · 230,636 accts
INTEL CORPORATION CA · KSOP$24.8B · 80,583 accts
GENERAL ELECTRIC COMPANY OH · KSOP$24.8B · 161,518 accts
SAMMONS ENTERPRISES, INC. TX$23.9B · 3,673 accts
EXXON MOBIL CORPORATION TX · KSOP$23.6B · 35,454 accts
JOHNSON AND JOHNSON NJ · KSOP$23.6B · 72,770 accts
CITIGROUP INC. CT · KSOP$23.2B · 117,203 accts
CATERPILLAR INC. TX · KSOP$23.0B · 58,624 accts
THE PROCTER & GAMBLE COMPANY OH · KSOP · leveraged$22.3B · 58,791 accts
MORGAN STANLEY DOMESTIC HOLDINGS, LLC NY · KSOP$22.0B · 77,339 accts
PFIZER INC NY · KSOP$22.0B · 57,024 accts
SAMMONS CORPORATION TX$21.2B · 3,430 accts
CHEVRON CORPORATION CA · KSOP · leveraged$20.4B · 34,370 accts
FORD MOTOR COMPANY MI · KSOP$17.3B · 52,080 accts
PEPSICO, INC. NY · KSOP$16.7B · 153,994 accts
HONEYWELL INTERNATIONAL INC. NC · KSOP$16.3B · 58,605 accts
ABBOTT LABORATORIES IL · KSOP$15.7B · 55,556 accts
THE HOME DEPOT, INC. GA · KSOP$15.7B · 224,128 accts
MERCK & CO., INC. NJ · KSOP$15.0B · 40,628 accts
TARGET CORPORATION MN · KSOP$14.4B · 219,259 accts
PUBLIX SUPER MARKETS, INC. FL$14.3B · 214,426 accts
THE CIGNA GROUP PA · KSOP$14.1B · 88,184 accts
MEDTRONIC, INC. MN · KSOP$13.7B · 55,071 accts
ABBVIE INC. IL · KSOP$13.4B · 38,275 accts
U.S. BANCORP MN · KSOP$13.0B · 83,845 accts
BRISTOL-MYERS SQUIBB COMPANY NJ · KSOP$12.7B · 32,800 accts
TWDC ENTERPRISES 18 CORP. CA · KSOP$12.7B · 72,525 accts
GENERAL DYNAMICS CORPORATION VA · KSOP$12.4B · 66,926 accts
ATH HOLDING COMPANY, LLC IN · KSOP$12.1B · 90,675 accts
3M COMPANY MN · KSOP · leveraged$12.0B · 52,623 accts
THE KROGER CO. OH · KSOP$11.8B · 149,880 accts
MARRIOTT INTERNATIONAL, INC. MD · KSOP$11.7B · 127,452 accts
THE DOW CHEMICAL COMPANY MI · KSOP · leveraged$11.5B · 30,997 accts
DUKE ENERGY CORPORATION NC · KSOP$11.3B · 34,836 accts
DEERE & COMPANY IL · KSOP$11.0B · 26,492 accts
HP INC. TX · KSOP$10.9B · 31,782 accts
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA NJ · KSOP$10.7B · 37,401 accts
THE SHERWIN-WILLIAMS COMPANY OH · KSOP$10.6B · 61,101 accts
TRAVELERS COMPANIES, INC. MN · KSOP$10.4B · 41,646 accts
TRUIST FINANCIAL CORPORATION NC · KSOP$10.2B · 53,573 accts
THE PNC FINANCIAL SERVICES GROUP, INC. PA · KSOP$10.2B · 75,644 accts
GLAXOSMITHKLINE LLC PA · KSOP$10.0B · 21,339 accts
THE BANK OF NEW YORK MELLON CORPORATION PA · KSOP$9.9B · 41,479 accts
NUCOR CORPORATION NC$9.3B · 34,282 accts
SOUTHERN COMPANY SERVICES, INC. GA · KSOP$9.3B · 34,850 accts
PARKER HANNIFIN CORPORATION OH · KSOP · leveraged$9.0B · 40,771 accts
THE CHARLES SCHWAB CORPORATION TX · KSOP$8.9B · 43,060 accts
CARGILL, INCORPORATED MN · KSOP · leveraged$8.9B · 42,541 accts
LOWES COMPANIES INC NC · KSOP$8.6B · 140,573 accts
EATON CORPORATION OH · KSOP$8.4B · 36,794 accts
ROPCOR, INC. NY · KSOP$8.2B · 32,757 accts
CONOCOPHILLIPS COMPANY TX · KSOP · leveraged$7.8B · 14,288 accts
AMGEN INC. CA · KSOP$7.7B · 22,574 accts
HUMANA INC. KY · KSOP$7.7B · 60,365 accts
HDR, INC. NE · KSOP$7.7B · 15,939 accts
PHILLIPS 66 COMPANY TX · KSOP$7.7B · 17,803 accts
THE ALLSTATE CORPORATION TX · KSOP$7.6B · 60,084 accts
CUMMINS INC. IN · KSOP$7.5B · 37,379 accts
MARSH & MCLENNAN COMPANIES, INC. NY · KSOP$7.4B · 32,879 accts
LUMEN TECHNOLOGIES, INC. LA · KSOP$7.3B · 36,691 accts
HARTFORD FIRE INSURANCE COMPANY CT · KSOP$7.2B · 31,023 accts
CORTEVA AGRISCIENCE, LLC DE · KSOP$7.0B · 24,441 accts
HUNTINGTON INGALLS INDUSTRIES, INC. VA · KSOP$6.9B · 46,057 accts
TEXTRON, INC. RI · KSOP$6.8B · 34,835 accts
AECOM TX · KSOP$6.8B · 31,444 accts
STATE STREET CORPORATION MA · KSOP$6.5B · 21,266 accts
MOTOROLA SOLUTIONS, INC. IL · KSOP$6.5B · 22,210 accts
BECTON, DICKINSON AND COMPANY NJ · KSOP · leveraged$6.5B · 31,252 accts
NATIONAL GRID USA SERVICE COMPANY, INC. NY · KSOP$6.4B · 23,847 accts
PARAMOUNT GLOBAL NY · KSOP$6.4B · 31,614 accts
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. NY · KSOP$6.3B · 20,761 accts
EXELON CORPORATION IL · KSOP$6.3B · 25,991 accts
QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC. NJ · KSOP$6.2B · 47,585 accts
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION VA · KSOP$6.0B · 31,493 accts
MCKESSON CORPORATION TX · KSOP · leveraged$5.7B · 40,177 accts
NEXTERA ENERGY, INC. FL · KSOP$5.5B · 21,635 accts
BURNS & MCDONNELL, INC MO$5.5B · 11,599 accts
WAWA, INC. PA · leveraged$5.4B · 36,492 accts
AMERICAN ELECTRIC POWER SERVICE CORPORATION OH · KSOP$5.2B · 21,069 accts
MANUFACTURERS AND TRADERS TRUST CO. NY · KSOP$5.2B · 30,785 accts
WINCO HOLDINGS, INC. ID$5.0B · 26,174 accts
GENERAL MILLS, INC. MN · KSOP · leveraged$5.0B · 23,783 accts
RBC USA HOLDCO CORPORATION MN · KSOP$5.0B · 14,840 accts
INTERNATIONAL PAPER COMPANY TN · KSOP$5.0B · 19,924 accts
PARSONS CORPORATION CA$5.0B · 18,372 accts

An ESOP's plan page shows the same filing data as any other plan here: assets, contributions, and administrative costs against peers. Source: DOL Form 5500 plan characteristic codes 2O, 2P, and 2Q.