Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CATERPILLAR FINL NT 4.85% 2/27/29 in their Schedule of Assets, totaling $237K 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 OF IBEW VACATION FUND IBEW VACATION FUND | ST. LOUIS MO | 4,078 | $30.1M | $186K |
| 2 | BOARD OF TRUSTEES OF ST. LOUIS KANSAS CITY CARPENTERS REGIONAL ANNUITY ST. LOUIS-KANSAS CITY CARPENTERS REGIONAL ANNUITY | ST. LOUIS MO | 16,999 | $141.2M | $51K |
