Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding INTERNATIONAL BUSINESS MACHINE 4.150% 05/15/2039 DD 05/15/19 in their Schedule of Assets, totaling $29.5M 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 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $13.8M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $10.7M |
| 3 | INTEL CORPORATION INTEL CORPORATION RETIREE MEDICAL PLAN |
| 0 |
| $544.3M |
| $1.9M |
| 4 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $1.3M |
| 5 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $787K |
| 6 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $541K |
| 7 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY RETIREMENT PLAN | WASHINGTON DC | 547 | $769.2M | $438K |
