Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TRUIST FINANCIAL MTN (30,000 due 08/05/2025, 1.200%) Corporate Bonds & Notes in their Schedule of Assets, totaling $29K 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 | SHEET METAL WORKERS LOCAL NO. 71 INDUSTRY WELFARE TRUST FUND SHEET METAL WORKERS LOCAL NO. 71 INDUSTRY WELFARE TRUST FUND | BUFFALO NY | 316 | $8.3M | $29K |
