Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DUKE ENERGY CAROLINAS LLC Bonds 01/15/2034 4.850% in their Schedule of Assets, totaling $325K 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 | BRD OF TRUSTEES OE 37 S&A FUND OPERATING ENGINEERS LOCAL NO 37 SEVERANCE & ANNUITY FUND | BALTIMORE MD | 3,496 | $83.2M | $189K |
| 2 | OPERATING ENGINEERS LOCAL NO 37 HEALTH & WELFARE FUND OPERATING ENGINEERS LOCAL NO 37 HEALTH AND WELFARE FUND | BALTIMORE MD | 1,163 | $29.6M | $136K |
