Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ABBVIE INC 5.4% 03-15-2054 SEDOL: BSNSFM3 in their Schedule of Assets, totaling $28.8M 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 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $20.9M |
| 2 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) | PITTSBURGH PA | 2,586 | $4.3B | $5.6M |
| 3 | MEDSTAR HEALTH, INC. |
COLUMBIA MD |
| — |
| $1.3B |
| $997K |
| 4 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN | COLUMBIA MD | 1,582 | $699.0M | $538K |
| 5 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. PENSION EQUITY PLAN | COLUMBIA MD | 1,622 | $601.3M | $475K |
| 6 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX | — | $12.2B | $337K |
