Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Raymond James Financial Inc 4.950% due 07/15/2046 in their Schedule of Assets, totaling $1.3M 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 | BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND SHEET METAL WORKERS LOCAL NO. 292 PENSION FUND | TROY MI | 608 | $166.4M | $1.3M |
