Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VERIZON 2.65% DUE 11-20-2040 SEDOL: BMWBBK1 in their Schedule of Assets, totaling $6.6M 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 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $5.4M |
| 2 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) | PITTSBURGH PA | 2,586 | $4.3B | $1.3M |
