Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Duke Energy Indiana 3.750% 5/15/46 in their Schedule of Assets, totaling $9.4M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $8.7M |
| 2 | SECURA INSURANCE, A MUTUAL COMPANY SECURA EMPLOYEES' PENSION PLAN | NEENAH WI | 139 | $90.6M | $615K |
| 3 | EQUIFAX INC. EQUIFAX INC. U.S. RETIREMENT INCOME PLAN |
ATLANTA GA |
| 335 |
| $374.2M |
| $84K |
