Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding CATERPILLAR FINANCIAL SERVICES Corporate Bonds in their Schedule of Assets, totaling $138K 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 | BOARD OF TRUSTEES, SOUTH BAY HOTEL EMPLOYEES RESTAURANT EE WELFARE FUN SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND | SEATTLE WA | 2,323 | $53.0M | $138K |
