Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Caterpillar Inc Fixed income – $1,707,000 3.803% 15-Aug-42 in their Schedule of Assets, totaling $1.4M 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 | ROLLS-ROYCE CORPORATION ROLLS-ROYCE CORPORATION HOURLY-RATE EMPLOYEES PENSION PLAN | RESTON VA | 623 | $358.2M | $1.4M |
