Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CMS Energy Corp 3.45% 8/15/2027 in their Schedule of Assets, totaling $529K 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 | RETAIL CLERKS SPECIALTY STORES PENSION FUND RETAIL CLERKS SPECIALTY STORES PENSION FUND | CONCORD CA | 5 | $64.8M | $436K |
| 2 | BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 IRON WORKERS' HEALTH FUND OF EASTERN MICHIGAN | TROY MI | 2,120 | $48.4M | $93K |