Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Term Fund 2026 in their Schedule of Assets, totaling $67.5M 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 | AON CORPORATION AON SAVINGS PLAN | ATLANTA GA | 13,470 | $6.7B | $30.1M |
| 2 | KELLANOVA KELLANOVA MASTER TRUST | CHICAGO IL | — | $1.8B | $16.6M |
| 3 | ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST |
| — |
| $79.5M |
| $12.8M |
| 4 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $8.0M |
