Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CARRIER GLOBAL CORP 3.377% 04/05/2040 DD 10/05/20 Corporate Debt Instruments in their Schedule of Assets, totaling $14.9M 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 | $14.1M |
| 2 | GLAXOSMITHKLINE LLC GLAXOSMITHKLINE CASH BALANCE PENSION PLAN | PHILADELPHIA PA | 7,110 | $2.9B | $530K |
| 3 | PACIFIC GAS AND ELECTRIC COMPANY THE PACIFIC GAS AND ELECTRIC COMPANY HEALTH CARE PLAN FOR RETIREES AND SURVIVING DEPENDENTS |
OAKLAND CA |
| 0 |
| $1.9B |
| $267K |
| 4 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND OR | — | $1.6B | $87K |
