Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding BRISTOL MYERS FIXED 4.25% DUE 10‐26‐2049 in their Schedule of Assets, totaling $1.1M 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 | W W GRAINGER INC W W GRAINGER INC GROUP BENEFIT PLAN I | LAKE FOREST IL | 0 | $179.5M | $527K |
| 2 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $213K |
| 3 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN |
CHICAGO IL |
| 7,549 |
| $879.0M |
| $88K |
| 4 | R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO IL | 2,390 | $380.4M | $85K |
| 5 | RENSSELAER POLYTECHNIC INSTITUTE C/O CONTROLLERS OFFICE CONTRIBUTORY DEFINED BENEFIT RETIREMENT PLAN AT RENSSELAER POLYTECHNIC INSTITUTE | TROY NY | 57 | $234.8M | $57K |
| 6 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $42K |
| 7 | MERITOR, INC. MERITOR, INC. RETIREMENT PLAN | COLUMBUS IN | 579 | $546.4M | $34K |
| 8 | AON CORPORATION AON SAVINGS PLAN | ATLANTA GA | 13,470 | $6.7B | $33K |
| 9 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $6K |
