Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SHARES / PAR 26441CAT2 DUKE ENERGY CORP CALLABLE NOTES FIXED 3. SEMI-ANN. 3.750% 09/01/2046 in their Schedule of Assets, totaling $590K 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 | ALTRIA CLIENT SERVICES LLC THE MEDICAL AND LIFE BENEFITS PLAN FOR HOURLY RETIREES | RICHMOND VA | 0 | $90.5M | $590K |
