Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pending foreign exchange purchases: Australian dollar in their Schedule of Assets, totaling $41.6M 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 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX | — | $12.2B | $34.1M |
| 2 | PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK NY | — | $9.8B | $4.3M |
| 3 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST |
IRVING TX |
| — |
| $18.5B |
| $2.7M |
| 4 | CSX CORPORATION CSX CORPORATION MASTER PENSION TRUST | JACKSONVILLE FL | — | $2.4B | $440K |
| 5 | BD OF TTEES OF ELECTRICAL CONTRACTORS ASSN & LOCAL 134 IBEW JT PEN TST ELECTRICAL CONTRACTORS ASSOCIATION AND LOCAL UNION 134 IBEW JOINT PENSION TRUST OF CHICAGO | ALSIP IL | — | $2.8B | $23K |