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: September 30, 2002 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 October 29, 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: 96 Form 13F Information Table Value Total: $1,214,029 (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 ~~10919~~12524 ~~290000~~310000 SOLE ADC TELECOMMUNICATIONS INC COM COMMON STK 000886101 ~~1088~~546 475000 SOLE ~~AGERE SYSTEMS INC CL B COMMON STK 00845V200 423 281758 SOLE~~ AIR PRODS & CHEMS INC COM COMMON STK 009158106 ~~4038~~3361 80000 SOLE ALLERGAN INC COM COMMON STK 018490102 ~~2003~~1632 30000 SOLE ALTERA CORP COMMON STK 021441100 ~~952~~607 70000 SOLE AMERICAN INTL GROUP INC COM COMMON STK 026874107 ~~28315~~23248 ~~415000~~425000 SOLE AMERICAN POWER CONVERSION COMMON STK 029066107 ~~947~~717 75000 SOLE AMERISOURCEBERGEN CORP COMMON STK 03073E100 ~~1900~~2143 ~~25000~~30000 SOLE AMGEN INC COMMON STK 031162100 ~~7538~~7873 ~~180000~~188800 SOLE AMSOUTH BANCORPORATION COMMON STK 032165102 ~~14211~~13170 635000 SOLE AOL TIME WARNER COMMON STK 00184A100 ~~368~~293 25000 SOLE AON CORP COM COMMON STK 037389103 ~~1474~~1025 50000 SOLE APPLIED MATLS INC COM COMMON STK 038222105 ~~380~~462 ~~20000~~40000 SOLE AT & T CORP COMMON STK 001957109 ~~5885~~6606 550000 SOLE AT & T WIRELESS SVCS INC COMMON STK 00209A106 ~~117~~41 ~~20000~~10000 SOLE AUTOMATIC DATA PROCESSING INC COM COMMON STK 053015103 ~~41373~~33032 950000 SOLE AVAYA INC COMMON STK 053499109 ~~460~~133 92916 SOLE AVERY DENNISON CORP COMMON STK 053611109 ~~13805~~12536 220000 SOLE BB & T CORP COMMON STK 054937107 ~~10133~~9373 ~~262500~~267500 SOLE BECTON DICKINSON & CO COM COMMON STK 075887109 ~~1723~~1562 ~~50000~~55000 SOLE BRISTOL MYERS SQUIBB CO COMMON STK 110122108 ~~27499~~24514 ~~1070000~~1030000 SOLE CADENCE DESIGN SYS INC COMMON STK 127387108 ~~2579~~1627 160000 SOLE CAPITAL ONE FINL CORP COMMON STK 14040H105 ~~67155~~37364 ~~1100000~~1070000 SOLE CERTEGY INC COMMON STK 156880106 ~~8164~~4422 220000 SOLE CHEVRONTEXACO CORP COMMON STK 166764100 ~~10178~~7964 115000 SOLE CHICO'S FAS INC COMMON STK 168615102 ~~726~~478 ~~20000~~30000 SOLE CHOICEPOINT INC COMMON STK 170388102 ~~6454~~4702 ~~141932~~131932 SOLE CISCO SYS INC COMMON STK 17275R102 ~~15525~~11454 ~~1112900~~1092900 SOLE CITIGROUP INC COMMON STK 172967101 ~~149833~~114647 3866666 SOLE CLOROX CO COM COMMON STK 189054109 ~~15920~~15469 385000 SOLE CONEXANT SYSTEMS INC COMMON STK 207142100 4933 30000 SOLE COSTCO WHOLESALE CORP COMMON STK 22160K100 ~~966~~809 25000 SOLE DELL COMPUTER COM COMMON STK 247025109 ~~1830~~1411 ~~70000~~60000 SOLE DOLLAR GEN CORP COM COMMON STK 256669102 ~~3616~~2550 190000 SOLE ECOLAB INC COM COMMON STK 278865100 ~~693~~835 ~~15000~~20000 SOLE EL PASO NAT GAS CO COMMON STK 283695872 ~~4740~~1902 230000 SOLE EMC CORP MASS COM COMMON STK 268648102 ~~8230~~4981 1090000 SOLE EQUIFAX INC COMMON STK 294429105 ~~11610~~9348 430000 SOLE EXXON MOBIL CORP COMMON STK 30231G102 ~~42761~~33176 ~~1045000~~1040000 SOLE FIRST DATA CORP COMMON STK 319963104 ~~7254~~5590 ~~195000~~200000 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 ------------------------------------------------------------------------------------------------------------ FRANKLIN RESOURCES INC COM COMMON STK 354613101 ~~5117~~3732 120000 SOLE GENERAL ELECTRIC CO COM COMMON STK 369604103 ~~95284~~78387 ~~3280000~~3180000 SOLE GOLDMAN SACHS GROUP INC COMMON STK 38141G104 ~~5135~~4622 70000 SOLE GUIDANT CORP COMMON STK 401698105 ~~5290~~5654 175000 SOLE HEWLETT PACKARD CO COM COMMON STK 428236103 ~~12759~~9744 835000 SOLE ~~IMMUNEX CORP COMMON STK 452528102 447 20000 SOLE~~ INGERSOLL RAND CO COM COMMON STK 456866102 ~~8675~~6544 190000 SOLE INTEL CORP COM COMMON STK 458140100 ~~59743~~45420 3270000 SOLE INTERNATIONAL RECTIFIER CORP COMMON STK 460254105 ~~1020~~547 35000 SOLE JOHNSON & JOHNSON COMMON STK 478160104 ~~30833~~31907 590000 SOLE JOHNSON CTLS INC COM COMMON STK 478366107 ~~4489~~4225 55000 SOLE JP MORGAN CHASE & CO COMMON STK 46625H100 ~~15434~~8640 455000 SOLE KIMBERLY CLARK CORP COM COMMON STK 494368103 ~~11470~~10478 185000 SOLE LEHMAN BROS HLDGS INC COMMON STK 524908100 ~~313~~981 ~~5000~~20000 SOLE LILLY ELI & CO COM COMMON STK 532457108 ~~49632~~48146 ~~880000~~870000 SOLE LUCENT TECHNOLOGIES INC COMMON STK 549463107 ~~1768~~809 1065000 SOLE MASCO CORP COM COMMON STK 574599106 ~~3931~~2835 145000 SOLE MATTEL INC COM COMMON STK 577081102 ~~13280~~11346 630000 SOLE MBNA CORP COMMON STK 55262L100 ~~29763~~24078 ~~900000~~1310000 SOLE MCDONALDS CORP COM COMMON STK 580135101 ~~21338~~13245 750000 SOLE MEDTRONIC INC COM COMMON STK 585055106 ~~28281~~27589 ~~660000~~655000 SOLE MERCK & CO INC COM COMMON STK 589331107 ~~44563~~40225 880000 SOLE MICROSOFT CORP COM COMMON STK 594918104 ~~33914~~26900 ~~620000~~615000 SOLE MOLEX INC CL A COMMON STK 608554200 ~~19475~~14909 710000 SOLE MORGAN STANLEY DEAN WITTER COMMON STK 617446448 ~~431~~339 10000 SOLE MOTOROLA INC COM COMMON STK 620076109 ~~730~~509 50000 SOLE NOKIA CORP COMMON STK 654902204 ~~1158~~1060 80000 SOLE NORTEL NETWORKS CORP COMMON STK 656568102 ~~827~~308 570000 SOLE ORACLE CORP COMMON STK 68389X105 ~~20124~~16703 2125000 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 ------------------------------------------------------------------------------------------------------------ PEPSICO INC COM COMMON STK 713448108 ~~21208~~16073 ~~440000~~435000 SOLE PFIZER INC COM COMMON STK 717081103 ~~111300~~92574 ~~3180000~~3190000 SOLE PHILIP MORRIS COS INC COM COMMON STK 718154107 ~~18782~~16684 430000 SOLE PITNEY BOWES INC COM COMMON STK 724479100 ~~993~~762 25000 SOLE REGION FINL CORP COMMON STK 758940100 ~~5976~~5554 170000 SOLE ROYAL DUTCH PETE CO COMMON STK 780257705 ~~15973~~11609 289000 SOLE SBC COMMUNICATIONS INC COMMON STK 78387G103 ~~52155~~34070 ~~1710000~~1695000 SOLE SCHERING PLOUGH CORP COM COMMON STK 806605101 ~~40344~~34538 ~~1640000~~1620000 SOLE SEALED AIR CORP COM COMMON STK 812115103 ~~4228~~1773 105000 SOLE SHERWIN WILLIAMS CO COM COMMON STK 824348106 ~~4490~~3670 ~~150000~~155000 SOLE ~~SKYWORKS SOLUTIONS INC COMMON STK 83088M100 58 10530 SOLE~~ SUNTRUST BKS INC COM COMMON STK 867914103 ~~18284~~16600 270000 SOLE SYMBOL TECHNOLOGIES INC COMMON STK 871508107 ~~1785~~1611 210000 SOLE TARGET CORP COMMON STK 87612E100 ~~762~~738 ~~20000~~25000 SOLE TECHNE CORP COMMON STK 878377100 ~~2117~~2459 75000 SOLE TIFFANY & CO COMMON STK 886547108 ~~1760~~1286 ~~50000~~60000 SOLE TRAVELERS CL A COMMON STK 2205 167056 SOLE TRAVELERS CL B COMMON STK 4644 343226 SOLE TYCO INTL LTD COMMON STK 902124106 ~~3445~~3948 ~~255000~~280000 SOLE UNITED PARCEL SVC INC COMMON STK 911312106 ~~1976~~2189 ~~32000~~35000 SOLE UNITED TECHNOLOGIES CORP COM COMMON STK 913017109 ~~15617~~12993 230000 SOLE US BANCORP DEL COMMON STK 902973106 ~~6421~~5295 ~~275000~~285000 SOLE VULCAN MATLS CO COM COMMON STK 929160109 ~~12702~~10486 290000 SOLE WACHOVIA CORP COMMON STK 929903102 ~~20235~~17326 530000 SOLE WELLS FARGO & CO COM COMMON STK 949746101 ~~38646~~37180 772000 SOLE WYETH COMMON STK 983024100 ~~27136~~16854 530000 SOLE XEROX CORP COM COMMON STK 984121103 ~~2021~~1436 290000 SOLE XLINX INC COMMON STK 983919101 ~~673~~871 ~~30000~~55000 SOLE ZIMMER HLDGS INC COMMON STK 98956P102 ~~4244~~4562 119000 ~~SOLE~~

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ ABBOTT LABS COM ~~290000~~310000 0 0 ADC TELECOMMUNICATIONS INC COM 475000 0 0 ~~AGERE SYSTEMS INC CL B 281758 0 0~~ AIR PRODS & CHEMS INC COM 80000 0 0 ALLERGAN INC COM 30000 0 0 ALTERA CORP 70000 0 0 AMERICAN INTL GROUP INC COM ~~415000~~425000 0 0 AMERICAN POWER CONVERSION 75000 0 0 AMERISOURCEBERGEN CORP ~~25000~~30000 0 0 AMGEN INC ~~180000~~188800 0 0 AMSOUTH BANCORPORATION 635000 0 0 AOL TIME WARNER 25000 0 0 AON CORP COM 50000 0 0 APPLIED MATLS INC COM ~~20000~~40000 0 0 AT & T CORP 550000 0 0 AT & T WIRELESS SVCS INC ~~20000~~10000 0 0 AUTOMATIC DATA PROCESSING INC COM 950000 0 0 AVAYA INC 92916 0 0 AVERY DENNISON CORP 220000 0 0 BB & T CORP ~~262500~~267500 0 0 BECTON DICKINSON & CO COM ~~50000~~55000 0 0 BRISTOL MYERS SQUIBB CO ~~1070000~~1030000 0 0 CADENCE DESIGN SYS INC 160000 0 0 CAPITAL ONE FINL CORP ~~1100000~~1070000 0 0 CERTEGY INC 220000 0 0 CHEVRONTEXACO CORP 115000 0 0 CHICO'S FAS INC ~~20000~~30000 0 0 CHOICEPOINT INC ~~141932~~131932 0 0 CISCO SYS INC ~~1112900~~1092900 0 0 CITIGROUP INC 3866666 0 0 CLOROX CO COM 385000 0 0 CONEXANT SYSTEMS INC 30000 0 0 COSTCO WHOLESALE CORP 25000 0 0 DELL COMPUTER COM ~~70000~~60000 0 0 DOLLAR GEN CORP COM 190000 0 0 ECOLAB INC COM ~~15000~~20000 0 0 EL PASO NAT GAS CO 230000 0 0 EMC CORP MASS COM 1090000 0 0 EQUIFAX INC 430000 0 0 EXXON MOBIL CORP ~~1045000~~1040000 0 0 FIRST DATA CORP ~~195000~~200000 0 0

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ FRANKLIN RESOURCES INC COM 120000 0 0 GENERAL ELECTRIC CO COM ~~3280000~~3180000 0 0 GOLDMAN SACHS GROUP INC 70000 0 0 GUIDANT CORP 175000 0 0 HEWLETT PACKARD CO COM 835000 0 0 ~~IMMUNEX CORP 20000 0 0~~ INGERSOLL RAND CO COM 190000 0 0 INTEL CORP COM 3270000 0 0 INTERNATIONAL RECTIFIER CORP 35000 0 0 JOHNSON & JOHNSON 590000 0 0 JOHNSON CTLS INC COM 55000 0 0 JP MORGAN CHASE & CO 455000 0 0 KIMBERLY CLARK CORP COM 185000 0 0 LEHMAN BROS HLDGS INC ~~5000~~20000 0 0 LILLY ELI & CO COM ~~880000~~870000 0 0 LUCENT TECHNOLOGIES INC 1065000 0 0 MASCO CORP COM 145000 0 0 MATTEL INC COM 630000 0 0 MBNA CORP ~~900000~~1310000 0 0 MCDONALDS CORP COM 750000 0 0 MEDTRONIC INC COM ~~660000~~655000 0 0 MERCK & CO INC COM 880000 0 0 MICROSOFT CORP COM ~~620000~~615000 0 0 MOLEX INC CL A 710000 0 0 MORGAN STANLEY DEAN WITTER 10000 0 0 MOTOROLA INC COM 50000 0 0 NOKIA CORP 80000 0 0 NORTEL NETWORKS CORP 570000 0 0 ORACLE CORP 2125000 0 0

----------------------------------------------------------------------------------------------------------- ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ PEPSICO INC COM ~~440000~~435000 0 0 PFIZER INC COM ~~3180000~~3190000 0 0 PHILIP MORRIS COS INC COM 430000 0 0 PITNEY BOWES INC COM 25000 0 0 REGION FINL CORP 170000 0 0 ROYAL DUTCH PETE CO 289000 0 0 SBC COMMUNICATIONS INC ~~1710000~~1695000 0 0 SCHERING PLOUGH CORP COM ~~1640000~~1620000 0 0 SEALED AIR CORP COM 105000 0 0 SHERWIN WILLIAMS CO COM ~~150000~~155000 0 0 ~~SKYWORKS SOLUTIONS INC 10530 0 0~~ SUNTRUST BKS INC COM 270000 0 0 SYMBOL TECHNOLOGIES INC 210000 0 0 TARGET CORP ~~20000~~25000 0 0 TECHNE CORP 75000 0 0 TIFFANY & CO ~~50000~~60000 0 0 TRAVELERS CL A 167056 0 0 TRAVELERS CL B 343226 0 0 TYCO INTL LTD ~~255000~~280000 0 0 UNITED PARCEL SVC INC ~~32000~~35000 0 0 UNITED TECHNOLOGIES CORP COM 230000 0 0 US BANCORP DEL ~~275000~~285000 0 0 VULCAN MATLS CO COM 290000 0 0 WACHOVIA CORP 530000 0 0 WELLS FARGO & CO COM 772000 0 0 WYETH 530000 0 0 XEROX CORP COM 290000 0 0 XLINX INC ~~30000~~55000 0 0 ZIMMER HLDGS INC 119000 0 0

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