Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding ORACLE CORP 4.125% DUE 05-15-2045 SEDOL: BWTM334 in their Schedule of Assets, totaling $7.3M 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 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $3.4M |
| 2 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) | PITTSBURGH PA | 2,586 | $4.3B | $1.7M |
| 3 | CHEVRON CORPORATION |
HOUSTON TX |
| — |
| $12.2B |
| $671K |
| 4 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. AND AFFILIATES MASTER RETIREMENT TRUST | COLUMBIA MD | — | $1.3B | $580K |
| 5 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN | COLUMBIA MD | 1,582 | $699.0M | $313K |
| 6 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. PENSION EQUITY PLAN | COLUMBIA MD | 1,622 | $601.3M | $277K |
| 7 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN | WEEHAWKEN NJ | 877 | $578.7M | $276K |
