Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding INVESTMENT PURPOSES AT END OF YEAR BASE CURRENCY: USD in their Schedule of Assets, totaling $1.2M 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 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $31K |
| 2 | BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON TX | — | $5.3B | $31K |
| 3 | AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. |
HARTFORD CT |
| 9,117 |
| $5.2B |
| $31K |
| 4 | MACYS, INC MACYS INC. DEFINED CONTRIBUTION PLANS MASTER TRUST | SPRINGDALE OH | — | $4.5B | $31K |
| 5 | XCEL ENERGY INC XCEL ENERGY INC. MASTER PENSION TRUST | MINNEAPOLIS MN | — | $2.5B | $31K |
| 6 | REYNOLDS AMERICAN INC. REYNOLDS AMERICAN DEFINED BENEFIT MASTER TRUST | WINSTON-SALEM NC | — | $2.3B | $31K |
| 7 | ALASKA AIRLINES, INC. ALASKA AIR GROUP RETIREMENT MASTER TRUST | SEATTLE WA | — | $2.0B | $31K |
| 8 | MACYS INC MACYS INC DEFINED BENEFIT PLANS MASTER TRUST | SPRINGDALE OH | — | $1.9B | $31K |
| 9 | ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. RETIREMENT INCOME PLAN | HOUSTON TX | 1,416 | $1.8B | $31K |
| 10 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN MN | 1,442 | $1.4B | $31K |
