Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 123 U.S. retirement plans report holding Duke Energy Corp. in their Schedule of Assets, totaling $94.9M 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 | PACTIV LLC PACTIV GENERAL EMPLOYEE BENEFIT TRUST | LAKE FOREST IL | — | $866.2M | $16.0M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $14.1M |
| 3 | BOARD OF TRUSTEES, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN |
SPARKS MD |
| 0 |
| $1.4B |
| $10.5M |
| 4 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $9.1M |
| 5 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $4.7M |
| 6 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $3.5M |
| 7 | BOARD OF TRUSTEES OF GC-NPF GRAPHIC COMMUNICATIONS NATIONAL PENSION FUND | CAROL STREAM IL | 519 | $1.5B | $3.4M |
| 8 | THE BANK OF NEW YORK MELLON THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN | PITTSBURGH PA | 5,336 | $5.2B | $3.1M |
| 9 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $3.1M |
| 10 | CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN | WYOMISSING PA | 5,287 | $1.5B | $3.1M |
