Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Rockefeller Fndtn 2.492% Due 10-01-2050 in their Schedule of Assets, totaling $2.8M 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 | THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - TACTICAL FIXED INCOME | MIDLAND MI | — | $121.9M | $972K |
| 2 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $700K |
| 3 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC |
ALBUQUERQUE NM |
| 3,118 |
| $6.2B |
| $409K |
| 4 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN | MILWAUKEE WI | 829 | $753.7M | $324K |
| 5 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $137K |
| 6 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK NY | 6,545 | $4.2B | $88K |
| 7 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO IL | — | $3.7B | $61K |
| 8 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $52K |
| 9 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $21K |
