Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding Moody’s Corp in their Schedule of Assets, totaling $59.3M 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $17.2M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $9.6M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
| — |
| $42.1B |
| $6.0M |
| 4 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $4.5M |
| 5 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $2.9M |
| 6 | AMERICAN ELECTRIC POWER SERVICE CORPORATION AEP RETIREMENT SAVINGS 401(K) PLAN | COLUMBUS OH | 16,345 | $5.2B | $2.3M |
| 7 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $2.0M |
| 8 | CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD CT | 14,217 | $10.0B | $1.6M |
| 9 | JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON MD | 14,943 | $6.6B | $1.2M |
| 10 | JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND NJ | 1,746 | $599.4M | $1.2M |