Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding UNIVERSITY CALIF REVS 4.858% 05-15-2112 BEO TAXABLE in their Schedule of Assets, totaling $2.1M 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 | THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - TACTICAL FIXED INCOME | MIDLAND MI | — | $121.9M | $1.2M |
| 2 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $327K |
| 3 | BJC HEALTH SYSTEM |
ST. LOUIS MO |
| 21,997 |
| $2.7B |
| $283K |
| 4 | R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO IL | 2,390 | $380.4M | $155K |
| 5 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $67K |
| 6 | HESS CORPORATION HESS CORPORATION EMPLOYEES' PENSION PLAN | HOUSTON TX | 1,520 | $1.9B | $58K |
