Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding 61747YER2 MORGAN STANLEY CALLABLE NOTES VARIABLE 2 SEMI-ANN. 4.210% 04/20/2028 in their Schedule of Assets, totaling $12.6M 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 | MACYS INC MACYS INC DEFINED BENEFIT PLANS MASTER TRUST | SPRINGDALE OH | — | $1.9B | $5.3M |
| 2 | BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON TX | — | $5.3B | $4.0M |
| 3 | NATIONAL RAILROAD PASSENGER CORPORATION RETIREMENT INCOME PLAN FOR THE EMPLOYEES OF NATIONAL RAILROAD PASSENGER CORPORATION |
WASHINGTON DC |
| 970 |
| $341.1M |
| $1.3M |
| 4 | THE HERTZ CORPORATION THE HERTZ CORPORATION MASTER TRUST | ESTERO FL | — | $329.6M | $1.1M |
| 5 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $493K |
| 6 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN MN | 1,442 | $1.4B | $399K |
