Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding CATERPILLAR FINL SERVICE SER MTN GLB 01.100% SEP 14 2027 14913R2G1 in their Schedule of Assets, totaling $321K 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 | LABORERS LOCAL 235 ANNUITY FUND LABORERS LOCAL 235 ANNUITY FUND | ELMSFORD NY | 692 | $58.0M | $321K |
