Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding 084659AR2 BERKSHIRE HATHAWAY ENERGY CO CALLABLE NO SEMI-ANN. 4.450% 01/15/2049 in their Schedule of Assets, totaling $1.4M 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 | REYNOLDS AMERICAN INC. REYNOLDS AMERICAN DEFINED BENEFIT MASTER TRUST | WINSTON-SALEM NC | — | $2.3B | $310K |
| 2 | ALTRIA CLIENT SERVICES LLC THE MEDICAL AND LIFE BENEFITS PLAN FOR HOURLY RETIREES | RICHMOND VA | 0 | $90.5M | $248K |
| 3 | ARAMCO SHARED BENEFITS COMPANY |
HOUSTON TX |
| 1,416 |
| $1.8B |
| $231K |
| 4 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $207K |
| 5 | AT&T INC. AT&T PENSION BENEFIT PLAN | DALLAS TX | 93,065 | $28.3B | $193K |
| 6 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN MN | 1,442 | $1.4B | $131K |
| 7 | MONDELEZ GLOBAL LLC MONDELEZ GLOBAL LLC MASTER RETIREMENT TRUST | CHICAGO IL | — | $282.4M | $41K |
| 8 | PEABODY INVESTMENTS CORP. PEABODY INVESTMENTS CORP. MASTER TRUST | ST. LOUIS MO | — | $132.5M | $29K |
