Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Duke Energy in their Schedule of Assets, totaling $5.2M 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 | GLEN RAVEN, INC. GLEN RAVEN, INC. PENSION PLAN | BURLINGTON NC | 1,316 | $178.2M | $2.1M |
| 2 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $1.4M |
| 3 | BOARD OF TRUSTEES, TILE INDUSTRY RETIREMENT SAVINGS |
WEST COVINA CA |
| 1,980 |
| $170.0M |
| $685K |
| 4 | NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE KY | 2,345 | $168.7M | $431K |
| 5 | BAC LOCAL NO. 1 WASHINGTON PENSION TRUST BAC LOCAL NO. 1 WASHINGTON PENSION TRUST | SEATTLE WA | 737 | $162.9M | $213K |
| 6 | COMPUNETICS, INC. PROFIT SHARING PLAN COMPUNETICS, INC. PROFIT SHARING PLAN | MONROEVILLE PA | 429 | $18.1M | $109K |
| 7 | MESSER CONSTRUCTION CO. MESSER CONSTRUCTION CO. HOURLY EMPLOYEES' RETIREMENT PLAN | CINCINNATI OH | 669 | $37.9M | $93K |
| 8 | IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST | MURRAY UT | 1,447 | $44.3M | $61K |
| 9 | EXCO NOONAN PENSION PLAN LLC EXCO NOONAN INC. PENSION PLAN | NEW YORK NY | 7 | $8.9M | $55K |
