Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Duke Energy Corp New in their Schedule of Assets, totaling $5.3M 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 | WALGREEN CO WALGREENS RETIREMENT SAVINGS MASTER TRUST | DEERFIELD IL | — | $14.5B | $1.5M |
| 2 | WALGREEN CO. WALGREENS RETIREMENT SAVINGS PLAN | DEERFIELD IL | 215,583 | $14.5B | $1.4M |
| 3 | FMR LLC FIDELITY RETIREE HEALTH REIMBURSEMENT PLAN |
| 69,196 |
| $953.6M |
| $1.1M |
| 4 | BAKERS' LOCAL NO 433 PENSION PLAN BAKERS LOCAL NO 433 PENSION PLAN | NORTH SIOUX CITY SD | 0 | $4.9M | $484K |
| 5 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $226K |
| 6 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 2,429 | $1.0B | $174K |
| 7 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $104K |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $95K |
| 9 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON VA | 28,117 | $7.9B | $60K |
| 10 | CITGO PETROLEUM CORPORATION EMPLOYEES' THRIFT PLAN OF CITGO PETROLEUM CORPORATION | HOUSTON TX | 1,839 | $320.5M | $53K |
