Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Truist Financial Corp Ser Mtn Call 10/28/2032 Var% Due 10/28/2033 Corporate Bonds in their Schedule of Assets, totaling $266K 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 | THE WATSON INSTITUTE RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE | SEWICKLEY PA | 51 | $48.5M | $266K |
