Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DUKE ENERGY 6.05% DUE 04-15-2038 Corporate Bonds in their Schedule of Assets, totaling $9.0M 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 | SALT RIVER VALLEY WATER USERS ASSOCIATION SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | PHOENIX AZ | 5,246 | $2.9B | $9.0M |
