Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Duke Energy Corp New in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WALGREEN CO WALGREENS RETIREMENT SAVINGS MASTER TRUST | DEERFIELD IL | — | $14.5B | $1.5M |
| 2 | FMR LLC FIDELITY RETIREE HEALTH REIMBURSEMENT PLAN | BOSTON MA | 69,196 | $953.6M | $1.1M |
| 3 | BAKERS' LOCAL NO 433 PENSION PLAN BAKERS LOCAL NO 433 PENSION PLAN |
NORTH SIOUX CITY SD |
| 0 |
| $4.9M |
| $484K |
| 4 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $226K |
| 5 | CUSA ACQUISITION LLC OCE EMPLOYEES' CASH ACCUMULATION PLAN | MELVILLE NY | 477 | $156.9M | $104K |
| 6 | BETHESDA HOSPITAL, INC. BETHESDA RETIREMENT PLAN | BOYNTON BEACH FL | 280 | $171.6M | $92K |
| 7 | BOCA RATON REGIONAL HOSPITAL, INC. BOCA RATON REGIONAL HOSPITAL EMPLOYEES PENSION PLAN | BOCA RATON FL | 358 | $74.7M | $50K |
| 8 | THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERNATIONAL ASSOCIATION OF LIONS CLUBS | OAK BROOK IL | 40 | $53.4M | $30K |
| 9 | CHURCH HOMES, INC., CONGREGATIONAL CHURCH HOMES, INC., CONGREGATIONAL DEFINED CONTRIBUTION RETIREMENT PLAN | HARTFORD CT | 182 | $12.0M | $19K |
