Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding PAC Gas & Elec Co. Fixed 4.95% Due 07-01-2050 in their Schedule of Assets, totaling $12.5M 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 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS RETIREMENT INCOME PLAN | ALBUQUERQUE NM | 3,118 | $6.2B | $5.1M |
| 2 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $3.1M |
| 3 | HESS CORPORATION HESS CORPORATION EMPLOYEES' PENSION PLAN |
HOUSTON TX |
| 1,520 |
| $1.9B |
| $1.3M |
| 4 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $1.0M |
| 5 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $451K |
| 6 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $362K |
| 7 | W W GRAINGER INC W W GRAINGER INC GROUP BENEFIT PLAN I | LAKE FOREST IL | 0 | $179.5M | $360K |
| 8 | UNILEVER UNITED STATES, INC UNICARE RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 800 | $836.2M | $269K |
| 9 | R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO IL | 2,390 | $380.4M | $206K |
| 10 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $197K |
