Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ABBVIE INC 4.050% 11/21/2039 DD 05/21/20 Corporate Debt Instruments in their Schedule of Assets, totaling $19.4M 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 | LIBERTY MUTUAL GROUP INC. LIBERTY MUTUAL RETIREMENT BENEFIT PLAN | BOSTON MA | 31,788 | $6.3B | $13.9M |
| 2 | PACIFIC GAS AND ELECTRIC COMPANY THE PACIFIC GAS AND ELECTRIC COMPANY HEALTH CARE PLAN FOR RETIREES AND SURVIVING DEPENDENTS | OAKLAND CA | 0 | $1.9B | $2.1M |
| 3 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST |
PORTLAND OR |
| — |
| $1.6B |
| $1.9M |
| 4 | GLAXOSMITHKLINE LLC GLAXOSMITHKLINE CASH BALANCE PENSION PLAN | PHILADELPHIA PA | 7,110 | $2.9B | $1.5M |
