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, 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 February 3, 2003 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: 92 Form 13F Information Table Value Total: $1,311,905 (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 ~~12524~~12400 310000 SOLE ADC TELECOMMUNICATIONS INC COM COMMON STK 000886101 ~~546~~993 475000 SOLE AIR PRODS & CHEMS INC COM COMMON STK 009158106 ~~3361~~3206 ~~80000~~75000 SOLE ALLERGAN INC COM COMMON STK 018490102 ~~1632~~2017 ~~30000~~35000 SOLE ALTERA CORP COMMON STK 021441100 ~~607~~863 70000 SOLE AMERICAN INTL GROUP INC COM COMMON STK 026874107 ~~23248~~25454 ~~425000~~440000 SOLE AMERICAN POWER CONVERSION COMMON STK 029066107 ~~717~~985 ~~75000~~65000 SOLE AMERISOURCEBERGEN CORP COMMON STK 03073E100 ~~2143~~2987 ~~30000~~55000 SOLE AMGEN INC COMMON STK 031162100 ~~7873~~9127 188800 SOLE AMSOUTH BANCORPORATION COMMON STK 032165102 ~~13170~~12192 635000 SOLE ~~AOL TIME WARNER COMMON STK 00184A100 293 25000 SOLE~~ AON CORP COM COMMON STK 037389103 ~~1025~~945 50000 SOLE APPLIED MATLS INC COM COMMON STK 038222105 ~~462~~521 40000 SOLE AT & T CORP COMMON STK 001957109 ~~6606~~2872 ~~550000~~110000 SOLE ~~AT & T WIRELESS SVCS INC COMMON STK 00209A106 41 10000 SOLE~~ AUTOMATIC DATA PROCESSING INC COM COMMON STK 053015103 ~~33032~~36110 ~~950000~~920000 SOLE ~~AVAYA INC COMMON STK 053499109 133 92916 SOLE~~ AVERY DENNISON CORP COMMON STK 053611109 ~~12536~~13438 220000 SOLE BB & T CORP COMMON STK 054937107 ~~9373~~10542 ~~267500~~285000 SOLE BECTON DICKINSON & CO COM COMMON STK 075887109 ~~1562~~1688 55000 SOLE BRISTOL MYERS SQUIBB CO COMMON STK 110122108 ~~24514~~23845 1030000 SOLE CADENCE DESIGN SYS INC COMMON STK 127387108 ~~1627~~2004 ~~160000~~170000 SOLE CAPITAL ONE FINL CORP COMMON STK 14040H105 ~~37364~~30017 ~~1070000~~1010000 SOLE CERTEGY INC COMMON STK 156880106 ~~4422~~5401 220000 SOLE CHEVRONTEXACO CORP COMMON STK 166764100 ~~7964~~7645 115000 SOLE CHICO'S FAS INC COMMON STK 168615102 ~~478~~567 30000 SOLE CHOICEPOINT INC COMMON STK 170388102 ~~4702~~5210 131932 SOLE CISCO SYS INC COMMON STK 17275R102 ~~11454~~14317 1092900 SOLE CITIGROUP INC COMMON STK 172967101 ~~114647~~136068 3866666 SOLE CLOROX CO COM COMMON STK 189054109 ~~15469~~15675 ~~385000~~380000 SOLE ~~CONEXANT~~COMCAST ~~SYSTEMS~~CORP ~~INC~~ COMMON STK ~~207142100~~3251 33137925 ~~30000~~ SOLE COSTCO WHOLESALE CORP COMMON STK 22160K100 ~~809~~702 25000 SOLE DELL COMPUTER COM COMMON STK 247025109 ~~1411~~1337 ~~60000~~50000 SOLE DOLLAR GEN CORP COM COMMON STK 256669102 ~~2550~~2271 190000 SOLE ECOLAB INC COM COMMON STK 278865100 ~~835~~990 20000 SOLE EL PASO NAT GAS CO COMMON STK 283695872 ~~1902~~1601 230000 SOLE EMC CORP MASS COM COMMON STK 268648102 ~~4981~~6693 1090000 SOLE EQUIFAX INC COMMON STK 294429105 ~~9348~~9950 430000 SOLE EXXON MOBIL CORP COMMON STK 30231G102 ~~33176~~36338 1040000 SOLE FIRST DATA CORP COMMON STK 319963104 ~~5590~~7082 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 ~~3732~~4090 120000 SOLE GENERAL ELECTRIC CO COM COMMON STK 369604103 ~~78387~~73050 ~~3180000~~3000000 SOLE GOLDMAN SACHS GROUP INC COMMON STK 38141G104 ~~4622~~4767 70000 SOLE GUIDANT CORP COMMON STK 401698105 ~~5654~~5399 175000 SOLE HEWLETT PACKARD CO COM COMMON STK 428236103 ~~9744~~13194 ~~835000~~760000 SOLE INGERSOLL RAND CO COM COMMON STK 456866102 ~~6544~~7320 ~~190000~~170000 SOLE INTEL CORP COM COMMON STK 458140100 ~~45420~~50914 3270000 SOLE ~~INTERNATIONAL RECTIFIER CORP COMMON STK 460254105 547 35000 SOLE~~ JOHNSON & JOHNSON COMMON STK 478160104 ~~31907~~31689 590000 SOLE JOHNSON CTLS INC COM COMMON STK 478366107 ~~4225~~4409 55000 SOLE JP MORGAN CHASE & CO COMMON STK 46625H100 ~~8640~~10920 455000 SOLE KIMBERLY CLARK CORP COM COMMON STK 494368103 ~~10478~~8782 185000 SOLE LEHMAN BROS HLDGS INC COMMON STK 524908100 ~~981~~1066 20000 SOLE LILLY ELI & CO COM COMMON STK 532457108 ~~48146~~55245 870000 SOLE LUCENT TECHNOLOGIES INC COMMON STK 549463107 ~~809~~1342 1065000 SOLE MASCO CORP COM COMMON STK 574599106 ~~2835~~2737 ~~145000~~130000 SOLE MATTEL INC COM COMMON STK 577081102 ~~11346~~12065 630000 SOLE MBNA CORP COMMON STK 55262L100 ~~24078~~24916 1310000 SOLE MCDONALDS CORP COM COMMON STK 580135101 ~~13245~~12060 750000 SOLE MEDTRONIC INC COM COMMON STK 585055106 ~~27589~~27816 ~~655000~~610000 SOLE MERCK & CO INC COM COMMON STK 589331107 ~~40225~~49251 ~~880000~~870000 SOLE MICROSOFT CORP COM COMMON STK 594918104 ~~26900~~31796 615000 SOLE MOLEX INC CL A COMMON STK 608554200 ~~14909~~13724 ~~710000~~690000 SOLE MORGAN STANLEY DEAN WITTER COMMON STK 617446448 ~~339~~399 10000 SOLE MOTOROLA INC COM COMMON STK 620076109 ~~509~~433 50000 SOLE NOKIA CORP COMMON STK 654902204 ~~1060~~1395 ~~80000~~90000 SOLE NORTEL NETWORKS CORP COMMON STK 656568102 ~~308~~918 570000 SOLE ORACLE CORP COMMON STK 68389X105 ~~16703~~22950 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 ~~16073~~17944 ~~435000~~425000 SOLE PFIZER INC COM COMMON STK 717081103 ~~92574~~97518 3190000 SOLE PHILIP MORRIS COS INC COM COMMON STK 718154107 ~~16684~~17631 ~~430000~~435000 SOLE PITNEY BOWES INC COM COMMON STK 724479100 ~~762~~817 25000 SOLE REGION FINL CORP COMMON STK 758940100 ~~5554~~5338 ~~170000~~160000 SOLE ROYAL DUTCH PETE CO COMMON STK 780257705 ~~11609~~12722 289000 SOLE SBC COMMUNICATIONS INC COMMON STK 78387G103 ~~34070~~46087 ~~1695000~~1700000 SOLE SCHERING PLOUGH CORP COM COMMON STK 806605101 ~~34538~~35076 ~~1620000~~1580000 SOLE SEALED AIR CORP COM COMMON STK 812115103 ~~1773~~3917 105000 SOLE SHERWIN WILLIAMS CO COM COMMON STK 824348106 ~~3670~~4379 155000 SOLE SUNTRUST BKS INC COM COMMON STK 867914103 ~~16600~~15368 270000 SOLE SYMBOL TECHNOLOGIES INC COMMON STK 871508107 ~~1611~~1726 210000 SOLE TARGET CORP COMMON STK 87612E100 ~~738~~750 25000 SOLE TECHNE CORP COMMON STK 878377100 ~~2459~~2143 75000 SOLE TIFFANY & CO COMMON STK 886547108 ~~1286~~1435 60000 SOLE TRAVELERS CL A COMMON STK ~~2205~~2447 167056 SOLE TRAVELERS CL B COMMON STK ~~4644~~5028 343226 SOLE TYCO INTL LTD COMMON STK 902124106 ~~3948~~4782 280000 SOLE UNITED PARCEL SVC INC COMMON STK 911312106 ~~2189~~2523 ~~35000~~40000 SOLE UNITED TECHNOLOGIES CORP COM COMMON STK 913017109 ~~12993~~14246 230000 SOLE US BANCORP DEL COMMON STK 902973106 ~~5295~~6260 ~~285000~~295000 SOLE VULCAN MATLS CO COM COMMON STK 929160109 ~~10486~~10500 ~~290000~~280000 SOLE WACHOVIA CORP COMMON STK 929903102 ~~17326~~19313 530000 SOLE WELLS FARGO & CO COM COMMON STK 949746101 ~~37180~~36184 772000 SOLE WYETH COMMON STK 983024100 ~~16854~~19822 530000 SOLE XEROX CORP COM COMMON STK 984121103 ~~1436~~1932 ~~290000~~240000 SOLE XLINX INC COMMON STK 983919101 ~~871~~1133 55000 SOLE ZIMMER HLDGS INC COMMON STK 98956P102 ~~4562~~4941 119000 SOLE

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ ABBOTT LABS COM 310000 0 0 ADC TELECOMMUNICATIONS INC COM 475000 0 0 AIR PRODS & CHEMS INC COM ~~80000~~75000 0 0 ALLERGAN INC COM ~~30000~~35000 0 0 ALTERA CORP 70000 0 0 AMERICAN INTL GROUP INC COM ~~425000~~440000 0 0 AMERICAN POWER CONVERSION ~~75000~~65000 0 0 AMERISOURCEBERGEN CORP ~~30000~~55000 0 0 AMGEN INC 188800 0 0 AMSOUTH BANCORPORATION 635000 0 0 ~~AOL TIME WARNER 25000 0 0~~ AON CORP COM 50000 0 0 APPLIED MATLS INC COM 40000 0 0 AT & T CORP ~~550000~~110000 0 0 ~~AT & T WIRELESS SVCS INC 10000 0 0~~ AUTOMATIC DATA PROCESSING INC COM ~~950000~~920000 0 0 ~~AVAYA INC 92916 0 0~~ AVERY DENNISON CORP 220000 0 0 BB & T CORP ~~267500~~285000 0 0 BECTON DICKINSON & CO COM 55000 0 0 BRISTOL MYERS SQUIBB CO 1030000 0 0 CADENCE DESIGN SYS INC ~~160000~~170000 0 0 CAPITAL ONE FINL CORP ~~1070000~~1010000 0 0 CERTEGY INC 220000 0 0 CHEVRONTEXACO CORP 115000 0 0 CHICO'S FAS INC 30000 0 0 CHOICEPOINT INC 131932 0 0 CISCO SYS INC 1092900 0 0 CITIGROUP INC 3866666 0 0 CLOROX CO COM ~~385000~~380000 0 0 ~~CONEXANT~~COMCAST ~~SYSTEMS~~CORP ~~INC~~137925 ~~30000~~ 0 0 COSTCO WHOLESALE CORP 25000 0 0 DELL COMPUTER COM ~~60000~~50000 0 0 DOLLAR GEN CORP COM 190000 0 0 ECOLAB INC COM 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 1040000 0 0 FIRST DATA CORP 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 ~~3180000~~3000000 0 0 GOLDMAN SACHS GROUP INC 70000 0 0 GUIDANT CORP 175000 0 0 HEWLETT PACKARD CO COM ~~835000~~760000 0 0 INGERSOLL RAND CO COM ~~190000~~170000 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 20000 0 0 LILLY ELI & CO COM 870000 0 0 LUCENT TECHNOLOGIES INC 1065000 0 0 MASCO CORP COM ~~145000~~130000 0 0 MATTEL INC COM 630000 0 0 MBNA CORP 1310000 0 0 MCDONALDS CORP COM 750000 0 0 MEDTRONIC INC COM ~~655000~~610000 0 0 MERCK & CO INC COM ~~880000~~870000 0 0 MICROSOFT CORP COM 615000 0 0 MOLEX INC CL A ~~710000~~690000 0 0 MORGAN STANLEY DEAN WITTER 10000 0 0 MOTOROLA INC COM 50000 0 0 NOKIA CORP ~~80000~~90000 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 ~~435000~~425000 0 0 PFIZER INC COM 3190000 0 0 PHILIP MORRIS COS INC COM ~~430000~~435000 0 0 PITNEY BOWES INC COM 25000 0 0 REGION FINL CORP ~~170000~~160000 0 0 ROYAL DUTCH PETE CO 289000 0 0 SBC COMMUNICATIONS INC ~~1695000~~1700000 0 0 SCHERING PLOUGH CORP COM ~~1620000~~1580000 0 0 SEALED AIR CORP COM 105000 0 0 SHERWIN WILLIAMS CO COM 155000 0 0 SUNTRUST BKS INC COM 270000 0 0 SYMBOL TECHNOLOGIES INC 210000 0 0 TARGET CORP 25000 0 0 TECHNE CORP 75000 0 0 TIFFANY & CO 60000 0 0 TRAVELERS CL A 167056 0 0 TRAVELERS CL B 343226 0 0 TYCO INTL LTD 280000 0 0 UNITED PARCEL SVC INC ~~35000~~40000 0 0 UNITED TECHNOLOGIES CORP COM 230000 0 0 US BANCORP DEL ~~285000~~295000 0 0 VULCAN MATLS CO COM ~~290000~~280000 0 0 WACHOVIA CORP 530000 0 0 WELLS FARGO & CO COM 772000 0 0 WYETH 530000 0 0 XEROX CORP COM ~~290000~~240000 0 0 XLINX INC 55000 0 0 ZIMMER HLDGS INC 119000 0 0

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