13F-HR 1 thirf.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13-F INFORMATION REQUIRED OF INSTITUTIONAL INVESTMENT MANAGERS PURSUANT TO SECTION 13(F) OF THE SECURITIES EXCHANGE ACT OF 1934 AND RULES THEREUNDER Report for the Calendar Year or Quarter Ended: December 31, 2001 Check here if Amendment: Institutional Investment Manager Filing this Report: Name: Trustees of the Pension Trust of Bethlehem Steel Corporation and Subsidiary Companies Address: Martin Tower Bethlehem, Pennsylvania 18016-7699 Form 13F File Number: 28-313 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists and tables are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: J. Gerard Mead Title: Chairman, Trustees Phone: 610-694-5507 Signature, Place and Date of Signing: /s/ J. Gerard Mead ---------------------- J. Gerard Mead Bethlehem, Pennsylvania January 30, 2002 Report Type (Check only one.): X 13F Holdings Report. ------ 13F Notice. ------ 13F Combination Report. ------ Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: None Form 13F Information Table Entry Total: 95 Form 13F Information Table Value Total: $1,840,626 (thousands) List of Other Included Managers: None

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 TITLE MARKET OF CUSIP/ VALUE INVESTMENT OTHER NAME OF ISSUER CLASS NUMBER (X $1000) SH/PRN DISCRETION MANAGERS ------------------------------------------------------------------------------------------------------------ ABBOTT LABS COM COMMON STK 002824100 ~~14259~~15331 275000 SOLE ADC TELECOMMUNICATIONS INC COM COMMON STK 000886101 ~~1571~~2093 ~~450000~~455000 SOLE ~~AGILENT TECHNOLOGIES INC COMMON STK 00846U100 2737 140000 SOLE~~ AIR PRODS & CHEMS INC COM COMMON STK 009158106 ~~3086~~3753 80000 SOLE ALLERGAN INC COM COMMON STK 018490102 ~~995~~2252 ~~15000~~30000 SOLE ALTERA CORP COMMON STK 021441100 ~~1065~~1485 ~~65000~~70000 SOLE AMERICAN HOME PRODS CORP COMMON STK 026609107 ~~30873~~32521 530000 SOLE AMERICAN INTL GROUP INC COM COMMON STK 026874107 ~~29640~~30966 ~~380000~~390000 SOLE AMERICAN POWER CONVERSION COMMON STK 029066107 ~~876~~1085 75000 SOLE AMGEN INC COMMON STK 031162100 ~~10579~~9595 ~~180000~~170000 SOLE AMSOUTH BANCORPORATION COMMON STK 032165102 ~~12649~~12474 ~~700000~~660000 SOLE AOL TIME WARNER COMMON STK 00184A100 321 10000 SOLE AON CORP COM COMMON STK 037389103 ~~2940~~2486 70000 SOLE APPLIED MATLS INC COM COMMON STK 038222105 201 5000 SOLE AT & T CORP COMMON STK 001957109 ~~10615~~9977 550000 SOLE AT & T WIRELESS SVCS INC COMMON STK 00209A106 ~~2644~~287 ~~176990~~20000 SOLE AUTOMATIC DATA PROCESSING INC COM COMMON STK 053015103 ~~45629~~57133 970000 SOLE AVAYA INC COMMON STK 053499109 ~~870~~1068 87916 SOLE AVERY DENNISON CORP COMMON STK 053611109 ~~10408~~12437 220000 SOLE BB & T CORP COMMON STK 054937107 ~~8566~~9028 ~~235000~~250000 SOLE BECTON DICKINSON & CO COM COMMON STK 075887109 ~~1110~~1658 ~~30000~~50000 SOLE BRISTOL MYERS SQUIBB CO COMMON STK 110122108 ~~66116~~60690 1190000 SOLE CADENCE DESIGN SYS INC COMMON STK 127387108 ~~1998~~2850 ~~120000~~130000 SOLE CAPITAL ONE FINL CORP COMMON STK 14040H105 ~~50633~~59345 1100000 SOLE CERTEGY INC COMMON STK 156880106 ~~5711~~7528 220000 SOLE CHEVRON CORP COM COMMON STK 166751107 ~~10170~~10753 120000 SOLE CHICO'S FAS INC COMMON STK 168615102 397 10000 SOLE CHOICEPOINT INC COMMON STK 170388102 ~~5205~~6346 ~~125000~~125200 SOLE CISCO SYS INC COMMON STK 17275R102 ~~13677~~20336 1122900 SOLE CITIGROUP INC COMMON STK 172967101 ~~156600~~195189 3866666 SOLE CLOROX CO COM COMMON STK 189054109 ~~15621~~15820 ~~422200~~400000 SOLE COMPAQ COMPUTER CORP COMMON STK 204493100 ~~2493~~2928 300000 SOLE CONEXANT SYSTEMS INC COMMON STK 207142100 ~~249~~431 30000 SOLE COSTCO WHOLESALE CORP COMMON STK 22160K100 ~~889~~1110 25000 SOLE DELL COMPUTER COM COMMON STK 247025109 ~~1853~~2718 100000 SOLE DOLLAR GEN CORP COM COMMON STK 256669102 ~~2457~~3129 210000 SOLE ECOLAB INC COM COMMON STK 278865100 403 10000 SOLE EL PASO NAT GAS CO COMMON STK 283695872 ~~8933~~9814 ~~215000~~220000 SOLE EMC CORP MASS COM COMMON STK 268648102 ~~13865~~14784 ~~1180000~~1100000 SOLE EQUIFAX INC COMMON STK 294429105 ~~9636~~10626 440000 SOLE EXXON MOBIL CORP COMMON STK 30231G102 ~~40188~~40086 1020000 SOLE FIRST DATA CORP COMMON STK 319963104 ~~5243~~7061 90000 SOLE

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 TITLE MARKET OF CUSIP/ VALUE INVESTMENT OTHER NAME OF ISSUER CLASS NUMBER (X $1000) SH/PRN DISCRETION MANAGERS ------------------------------------------------------------------------------------------------------------ F5 NETWORKS INC COMMON STK 315616100 ~~186~~431 20000 SOLE FRANKLIN RESOURCES INC COM COMMON STK 354613101 ~~4854~~4585 ~~140000~~130000 SOLE GENERAL ELECTRIC CO COM COMMON STK 369604103 ~~142104~~148296 ~~3820000~~3700000 SOLE GOLDMAN SACHS GROUP INC COMMON STK 38141G104 ~~1070~~1391 15000 SOLE GUIDANT CORP COMMON STK 401698105 ~~7893~~9213 ~~205000~~185000 SOLE HEWLETT PACKARD CO COM COMMON STK 428236103 ~~10112~~12940 630000 SOLE IMMUNEX CORP COMMON STK 452528102 277 10000 SOLE INGERSOLL RAND CO COM COMMON STK 456866102 ~~8788~~8780 ~~260000~~210000 SOLE INTEL CORP COM COMMON STK 458140100 ~~67452~~103785 3300000 SOLE INTERNATIONAL RECTIFIER CORP COMMON STK 460254105 ~~681~~872 25000 SOLE JOHNSON & JOHNSON COMMON STK 478160104 ~~32686~~34869 590000 SOLE JOHNSON CTLS INC COM COMMON STK 478366107 ~~1305~~1615 20000 SOLE JP MORGAN CHASE & CO COMMON STK 46625H100 ~~15333~~16321 449000 SOLE KIMBERLY CLARK CORP COM COMMON STK 494368103 ~~11780~~11362 190000 SOLE LILLY ELI & CO COM COMMON STK 532457108 ~~72630~~70686 900000 SOLE LUCENT TECHNOLOGIES INC COMMON STK 549463107 ~~6045~~6647 1055000 SOLE MASCO CORP COM COMMON STK 574599106 ~~3679~~4165 ~~180000~~170000 SOLE MATTEL INC COM COMMON STK 577081102 ~~10805~~11352 ~~690000~~660000 SOLE MBNA CORP COMMON STK 55262L100 ~~26882~~31592 ~~887500~~897500 SOLE MCDONALDS CORP COM COMMON STK 580135101 ~~26054~~25147 ~~960000~~950000 SOLE MEDTRONIC INC COM COMMON STK 585055106 ~~30450~~34311 ~~700000~~670000 SOLE MERCK & CO INC COM COMMON STK 589331107 ~~61272~~54096 920000 SOLE MICROSOFT CORP COM COMMON STK 594918104 ~~31470~~41075 ~~615000~~620000 SOLE MOLEX INC CL A COMMON STK 608554200 ~~18741~~20321 ~~771250~~751250 SOLE MORGAN STANLEY DEAN WITTER COMMON STK 617446448 ~~464~~559 10000 SOLE MOTOROLA INC COM COMMON STK 620076109 ~~4056~~3755 ~~260000~~250000 SOLE NOKIA CORP COMMON STK 654902204 ~~1017~~1840 ~~65000~~75000 SOLE NORTEL NETWORKS CORP COMMON STK 656568102 ~~3029~~4028 540000 SOLE ORACLE CORP COMMON STK 68389X105 ~~26670~~29277 2120000 SOLE

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ ABBOTT LABS COM 275000 0 0 ADC TELECOMMUNICATIONS INC COM ~~450000~~455000 0 0 ~~AGILENT TECHNOLOGIES INC 140000 0 0~~ AIR PRODS & CHEMS INC COM 80000 0 0 ALLERGAN INC COM ~~15000~~30000 0 0 ALTERA CORP ~~65000~~70000 0 0 AMERICAN HOME PRODS CORP 530000 0 0 AMERICAN INTL GROUP INC COM ~~380000~~390000 0 0 AMERICAN POWER CONVERSION 75000 0 0 AMGEN INC ~~180000~~170000 0 0 AMSOUTH BANCORPORATION ~~700000~~660000 0 0 AOL TIME WARNER 10000 0 0 AON CORP COM 70000 0 0 APPLIED MATLS INC COM 5000 0 0 AT & T CORP 550000 0 0 AT & T WIRELESS SVCS INC ~~176990~~20000 0 0 AUTOMATIC DATA PROCESSING INC COM 970000 0 0 AVAYA INC 87916 0 0 AVERY DENNISON CORP 220000 0 0 BB & T CORP ~~235000~~250000 0 0 BECTON DICKINSON & CO COM ~~30000~~50000 0 0 BRISTOL MYERS SQUIBB CO 1190000 0 0 CADENCE DESIGN SYS INC ~~120000~~130000 0 0 CAPITAL ONE FINL CORP 1100000 0 0 CERTEGY INC 220000 0 0 CHEVRON CORP COM 120000 0 0 CHICO'S FAS INC 10000 0 0 CHOICEPOINT INC ~~125000~~125200 0 0 CISCO SYS INC 1122900 0 0 CITIGROUP INC 3866666 0 0 CLOROX CO COM ~~422200~~400000 0 0 COMPAQ COMPUTER CORP 300000 0 0 CONEXANT SYSTEMS INC 30000 0 0 COSTCO WHOLESALE CORP 25000 0 0 DELL COMPUTER COM 100000 0 0 DOLLAR GEN CORP COM 210000 0 0 ECOLAB INC COM 10000 0 0 EL PASO NAT GAS CO ~~215000~~220000 0 0 EMC CORP MASS COM ~~1180000~~1100000 0 0 EQUIFAX INC 440000 0 0 EXXON MOBIL CORP 1020000 0 0 FIRST DATA CORP 90000 0 0

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ F5 NETWORKS INC 20000 0 0 FRANKLIN RESOURCES INC COM ~~140000~~130000 0 0 GENERAL ELECTRIC CO COM ~~3820000~~3700000 0 0 GOLDMAN SACHS GROUP INC 15000 0 0 GUIDANT CORP ~~205000~~185000 0 0 HEWLETT PACKARD CO COM 630000 0 0 IMMUNEX CORP 10000 0 0 INGERSOLL RAND CO COM ~~260000~~210000 0 0 INTEL CORP COM 3300000 0 0 INTERNATIONAL RECTIFIER CORP 25000 0 0 JOHNSON & JOHNSON 590000 0 0 JOHNSON CTLS INC COM 20000 0 0 JP MORGAN CHASE & CO 449000 0 0 KIMBERLY CLARK CORP COM 190000 0 0 LILLY ELI & CO COM 900000 0 0 LUCENT TECHNOLOGIES INC 1055000 0 0 MASCO CORP COM ~~180000~~170000 0 0 MATTEL INC COM ~~690000~~660000 0 0 MBNA CORP ~~887500~~897500 0 0 MCDONALDS CORP COM ~~960000~~950000 0 0 MEDTRONIC INC COM ~~700000~~670000 0 0 MERCK & CO INC COM 920000 0 0 MICROSOFT CORP COM ~~615000~~620000 0 0 MOLEX INC CL A ~~771250~~751250 0 0 MORGAN STANLEY DEAN WITTER 10000 0 0 MOTOROLA INC COM ~~260000~~250000 0 0 NOKIA CORP ~~65000~~75000 0 0 NORTEL NETWORKS CORP 540000 0 0 ORACLE CORP 2120000 0 0

----------------------------------------------------------------------------------------------------------- ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ PEPSICO INC COM ~~490000~~460000 0 0 PFIZER INC COM ~~3233750~~3230000 0 0 PHILIP MORRIS COS INC COM 430000 0 0 PITNEY BOWES INC COM 30000 0 0 REGION FINL CORP 170000 0 0 ROYAL DUTCH PETE CO 340000 0 0 SBC COMMUNICATIONS INC 1780000 0 0 SCHERING PLOUGH CORP COM 1710000 0 0 SEALED AIR CORP COM 100000 0 0 SHERWIN WILLIAMS CO COM ~~180000~~150000 0 0 SUNTRUST BKS INC COM 270000 0 0 SYMBOL TECHNOLOGIES INC 210000 0 0 TECHNE CORP 60000 0 0 TIFFANY & CO 60000 0 0 TYCO INTL LTD ~~225000~~230000 0 0 UNITED PARCEL SVC INC 22000 0 0 UNITED TECHNOLOGIES CORP COM 230000 0 0 US BANCORP DEL 240350 0 0 VERITAS SOFTWARE CO 48000 0 0 VULCAN MATLS CO COM 300000 0 0 WACHOVIA CORP 530000 0 0 WELLS FARGO & CO COM 772000 0 0 XEROX CORP COM ~~430000~~400000 0 0 XLINX INC 55000 0 0 ZIMMER HLDGS INC 119000 0 0

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