Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding PVTPL ROCHE HLDGS INC 5.21% DUE 03-08-2054 BEO ^ in their Schedule of Assets, totaling $9.2M 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 | CUMMINS INC. CUMMINS PENSION PLAN | COLUMBUS IN | 28,798 | $3.2B | $5.4M |
| 2 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE PA | — | $2.5B | $952K |
| 3 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG |
CHICAGO IL |
| — |
| $3.7B |
| $853K |
| 4 | CSAA INSURANCE SERVICES, INC. CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | WALNUT CREEK CA | 1,984 | $821.8M | $598K |
| 5 | HESS CORPORATION HESS CORPORATION EMPLOYEES' PENSION PLAN | HOUSTON TX | 1,520 | $1.9B | $411K |
| 6 | S.C. JOHNSON & SON, INC. RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO | RACINE WI | 484 | $406.5M | $359K |
| 7 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN | MILWAUKEE WI | 829 | $753.7M | $260K |
| 8 | R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO IL | 2,390 | $380.4M | $202K |
| 9 | UNILEVER UNITED STATES, INC UNICARE RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 800 | $836.2M | $191K |
