Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ALTRIA GROUP INC 3.4% DUE 02-04-2041 SEDOL: BKPSXY3 in their Schedule of Assets, totaling $8.5M 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 | ROBERT BOSCH LLC BOSCH PENSION PLAN | FARMINGTON HILLS MI | 2,847 | $1.6B | $2.3M |
| 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 | $2.3M |
| 3 | ILLINOIS TOOL WORKS INC. |
GLENVIEW IL |
| — |
| $1.3B |
| $1.5M |
| 4 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX | — | $12.2B | $1.2M |
| 5 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $1.1M |
