Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding WACHOVIA BK NATL ASSN MTN SUB BKTRANCHE # SB 00007 5.85 DUE 02-01-2037 BEO SEDOL: B1PB082 in their Schedule of Assets, totaling $7.4M 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 | $4.2M |
| 2 | ROBERT BOSCH LLC BOSCH PENSION PLAN | FARMINGTON HILLS MI | 2,847 | $1.6B | $2.4M |
| 3 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON |
| — |
| $12.2B |
| $840K |
