Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DUKE ENERGY CAROLINAS LLC 5.300% 02/15/2040 DD 11/19/09 in their Schedule of Assets, totaling $8.8M 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 CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $4.1M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $4.0M |
| 3 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN |
PISCATAWAY NJ |
| 262 |
| $58.3M |
| $431K |
| 4 | 3M COMPANY 3M RETIREE WELFARE BENEFIT PLAN | ST. PAUL MN | 0 | $81.6M | $196K |
| 5 | DOLE FOOD COMPANY, INC. CONSOLIDATED RETIREMENT PLAN OF DOLE FOOD COMPANY, INC. | CHARLOTTE NC | 210 | $140.6M | $29K |
