Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Term Fund 2025 in their Schedule of Assets, totaling $53.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AON CORPORATION AON SAVINGS PLAN | ATLANTA GA | 13,470 | $6.7B | $29.1M |
| 2 | KELLANOVA KELLANOVA MASTER TRUST | CHICAGO IL | — | $1.8B | $16.6M |
| 3 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 |
| $696.5M |
| $8.0M |
