Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Caterpillar Finl Bond, $165,000 par, 0.800% due 11/13/25 in their Schedule of Assets, totaling $318K 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 | POLSINELLI PC POLSINELLI PC CASH BALANCE PLAN II | KANSAS CITY MO | 165 | $11.1M | $159K |
| 2 | POLSINELLI PC POLSINELLI PC CASH BALANCE PLAN I | KANSAS CITY MO | 165 | $11.1M | $159K |
