Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding EXXON MOBIL CORP 4.227% DUE 03-19-2040 SEDOL: BL68H58 in their Schedule of Assets, totaling $5.1M 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 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $3.3M |
| 2 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) | PITTSBURGH PA | 2,586 | $4.3B | $1.5M |
| 3 | UBS FINANCIAL SERVICES INC. |
WEEHAWKEN NJ |
| 877 |
| $578.7M |
| $285K |
