Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Long Duration Corp Bd Portfoli Mutual Funds in their Schedule of Assets, totaling $215.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. RETIREMENT PLAN | NEW YORK NY | 1,969 | $3.1B | $129.8M |
| 2 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $54.0M |
| 3 | CONTITECH USA, LLC CONTITECH USA, LLC DEFINED BENEFIT PLAN |
FORT MILL SC |
| 338 |
| $104.6M |
| $32.0M |