Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding International Business Machs Corp. 4.15% Due 05-15-2039 in their Schedule of Assets, totaling $8.4M 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 | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND MIDWEST OPERATING ENGINEERS PENSION TRUST FUND | COUNTRYSIDE IL | 13,117 | $6.0B | $1.7M |
| 2 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $1.5M |
| 3 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC |
ALBUQUERQUE NM |
| 3,118 |
| $6.2B |
| $1.5M |
| 4 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $1.2M |
| 5 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $637K |
| 6 | S.C. JOHNSON & SON, INC. RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO | RACINE WI | 484 | $406.5M | $559K |
| 7 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $416K |
| 8 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO IL | — | $3.7B | $284K |
| 9 | UNILEVER UNITED STATES, INC UNICARE RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 800 | $836.2M | $258K |
| 10 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $219K |
