Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Caterpillar Inc Caterpillar Inc GLB 02.600% Sep 19, 2029 in their Schedule of Assets, totaling $3.6M 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 | UNIFY INC. UNIFY INC. PENSION PLAN | MESA AZ | 62 | $212.4M | $3.6M |
