U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $20.3M |
| 2 | HONEYWELL INTERNATIONAL INC HONEYWELL 401(K) PLAN | CHARLOTTE NC | 44,069 | $16.3B | $20.2M |
| 3 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX | — | $12.2B | $4.8M |
| 4 |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST |
IRVING TX |
| — |
| $12.0B |
| $2.5M |
| 5 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $2.1M |
| 6 | HONEYWELL INTERNATIONAL INC HONEYWELL PUERTO RICO SAVINGS PLAN | CHARLOTTE NC | 1,085 | $95.5M | $117K |
