Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Pfizer Investment Enterprises 5.300% 05/19/2053 Dd 05/19/23 " in their Schedule of Assets, totaling $131.8M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $45.7M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $31.4M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST |
| — |
| $42.9B |
| $24.2M |
| 4 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE DEFINED BENEFIT MASTER TRUST | COLUMBUS OH | — | $4.1B | $16.7M |
| 5 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $6.4M |
| 6 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $1.3M |
| 7 | DEVON ENERGY CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF DEVON ENERGY CORPORATION | OKLAHOMA CITY OK | 147 | $434.9M | $1.2M |
| 8 | HOWARD UNIVERSITY HOWARD UNIVERSITY EMPLOYEES' RETIREMENT PLAN | WASHINGTON DC | 847 | $668.8M | $970K |
| 9 | VHS OF MICHIGAN DETROIT MEDICAL CENTER CONSOLIDATED PENSION PLAN | DETROIT MI | 1,443 | $572.9M | $940K |
| 10 | HAWAIIAN ELECTRIC INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES | HONOLULU HI | 2,139 | $1.9B | $825K |
