Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 147 U.S. retirement plans report holding Duke Energy Corp. in their Schedule of Assets, totaling $230.5M 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 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $119.4M |
| 2 | PACTIV LLC PACTIV GENERAL EMPLOYEE BENEFIT TRUST | LAKE FOREST IL | — | $866.2M | $16.0M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. |
ATLANTA GA |
| — |
| $42.9B |
| $14.1M |
| 4 | BOARD OF TRUSTEES, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN | SPARKS MD | 0 | $1.4B | $10.5M |
| 5 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $9.1M |
| 6 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $4.7M |
| 7 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $3.5M |
| 8 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $3.5M |
| 9 | BOARD OF TRUSTEES OF GC-NPF GRAPHIC COMMUNICATIONS NATIONAL PENSION FUND | CAROL STREAM IL | 519 | $1.5B | $3.4M |
| 10 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $3.2M |
