Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Duke Energy Carolinas Call 10/15/2050 Mort 03.450% Due 04/15/2051 Corporate Bonds in their Schedule of Assets, totaling $467K 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 | THE WATSON INSTITUTE RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE | SEWICKLEY PA | 51 | $48.5M | $467K |
