Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding RATINGS: Aaa AA+ in their Schedule of Assets, totaling $6.9M 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 | XCEL ENERGY INC XCEL ENERGY INC. MASTER PENSION TRUST | MINNEAPOLIS MN | — | $2.5B | $5.1M |
| 2 | XCEL ENERGY INC. XCEL ENERGY INC. EMPLOYEE WELFARE BENEFIT PLAN | MINNEAPOLIS MN | 11,534 | $420.7M | $1.0M |
| 3 | AMERICAN CAST IRON PIPE COMPANY ACIPCO MASTER PENSION PLAN TRUST |
BIRMINGHAM AL |
| — |
| $465.6M |
| $515K |
| 4 | SULZER PUMPS (US) INC. SULZER PUMPS (US) INC. MASTER TRUST | HOUSTON TX | — | $47.9M | $245K |