Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Duke Energy Carolinas Llc 3.950% 03/15/2048 Dd 03/01/18 " in their Schedule of Assets, totaling $12.2M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $4.8M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $3.5M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
| — |
| $42.9B |
| $1.5M |
| 4 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $1.4M |
| 5 | VHS OF MICHIGAN DETROIT MEDICAL CENTER CONSOLIDATED PENSION PLAN | DETROIT MI | 1,443 | $572.9M | $702K |
| 6 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $146K |
| 7 | SI GROUP, INC. THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA | THE WOODLANDS TX | 96 | $22.4M | $119K |
| 8 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. UNION EMPLOYEES PENSION PLAN | KULPSVILLE PA | 220 | $30.1M | $62K |
