Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Truist Bank Var Rt 09/17/2029 Dd 09/16/19 " in their Schedule of Assets, totaling $3.1M 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 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $1.4M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $1.2M |
| 3 | DEVON ENERGY CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF DEVON ENERGY CORPORATION |
OKLAHOMA CITY OK |
| 147 |
| $434.9M |
| $261K |
| 4 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. UNION EMPLOYEES PENSION PLAN | KULPSVILLE PA | 220 | $30.1M | $122K |
| 5 | SI GROUP, INC. THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA | THE WOODLANDS TX | 96 | $22.4M | $121K |
