Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Microsoft Corp. 2.921% 3/17/52 in their Schedule of Assets, totaling $14.5M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $8.0M |
| 2 | ONE GAS, INC. ONE GAS, INC. RETIREMENT PLAN | TULSA OK | 599 | $726.1M | $4.8M |
| 3 | SECURA INSURANCE, A MUTUAL COMPANY SECURA EMPLOYEES' PENSION PLAN |
NEENAH WI |
| 139 |
| $90.6M |
| $651K |
| 4 | ONE GAS, INC. ONE GAS, INC. RETIREE HEALTH AND WELFARE PLAN | TULSA OK | 0 | $176.3M | $578K |
| 5 | SHARP ELECTRONICS CORPORATION SHARP ELECTRONICS CORPORATION PENSION PLAN | MONTVALE NJ | 110 | $49.8M | $281K |
| 6 | EQUIFAX INC. EQUIFAX INC. U.S. RETIREMENT INCOME PLAN | ATLANTA GA | 335 | $374.2M | $181K |
| 7 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK RETIREMENT PLAN | MEMPHIS TN | 803 | $70.6M | $53K |