Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding CORP. DEBT INSTR. - PREFERRED in their Schedule of Assets, totaling $8.8B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FCA US LLC FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL | AUBURN HILLS MI | — | $17.0B | $2.1B |
| 2 | GE HEALTHCARE TECHNOLOGIES INC. GE HEALTHCARE PENSION MASTER TRUST | CHICAGO IL | — | $15.0B | $1.9B |
| 3 | GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE |
EVENDALE OH |
| — |
| $24.9B |
| $1.8B |
| 4 | AMERICAN AIRLINES, INC. - RETIREMENT AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST | FORT WORTH TX | 0 | $12.5B | $1.2B |
| 5 | CONAGRA BRANDS, INC. CONAGRA FOODS MASTER PENSION TRUST | CHICAGO IL | — | $2.5B | $893.1M |
| 6 | LORD ABBETT & CO LLC LORD ABBETT SHORT DURATION CREDIT TRUST | KANSAS CITY MO | — | $896.4M | $312.0M |
| 7 | HENKEL OF AMERICA, INC. HENKEL OF AMERICA MASTER TRUST | STAMFORD CT | — | $479.1M | $234.7M |
| 8 | LORD ABBETT & CO LLC LORD ABBETT INSTITUTIONAL CORE PLUS TOTAL RETURN TRUST | KANSAS CITY MO | — | $761.8M | $150.3M |
| 9 | NOVARTIS CORPORATION NOVARTIS PENSION PLANS MASTER TRUST | EAST HANOVER NJ | — | $1.8B | $108.8M |
| 10 | MARKET VALUE STABLE INCOME FUND STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST MV SIF MARKET VALUE STABLE INCOME FUND | KANSAS CITY MO | — | $594.6M | $49.3M |
