Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Exelon Corp. 5.6% Due 03-15-2053 in their Schedule of Assets, totaling $8.2M 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 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $2.4M |
| 2 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $1.9M |
| 3 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN |
NEW YORK NY |
| 6,545 |
| $4.2B |
| $1.2M |
| 4 | BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUND GUILD-TIMES ADJUSTABLE PENSION PLAN | NEW YORK NY | 1,725 | $114.0M | $627K |
| 5 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $588K |
| 6 | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND MIDWEST OPERATING ENGINEERS PENSION TRUST FUND | COUNTRYSIDE IL | 13,117 | $6.0B | $436K |
| 7 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE PA | — | $2.5B | $361K |
| 8 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $270K |
| 9 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $169K |
| 10 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH PENSION PLAN | WESTBURY NY | 26,078 | $2.8B | $120K |
