Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Term Fund 2027 in their Schedule of Assets, totaling $82.0M 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 | $29.0M |
| 2 | ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST ROCHE EMPLOYEE WELFARE BENEFITS MASTER TRUST | LITTLE FALLS NJ | — | $79.5M | $28.3M |
| 3 | KELLANOVA KELLANOVA MASTER TRUST |
| — |
| $1.8B |
| $16.6M |
| 4 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $8.1M |
