Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Caterpillar Inc Note 4.350% 05/15/2026 in their Schedule of Assets, totaling $64K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIO STATE PLUMBERS & PIPEFITTERS HEALTH AND WELFARE FUND OHIO STATE PLUMBERS & PIPEFITTERS HEALTH AND WELFARE FUND | MARIETTA OH | 958 | $50.8M | $64K |
