Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding 1-10 YEAR U.S. TIPS INDEX NL SF CL in their Schedule of Assets, totaling $156.5M 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 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK NY | 54,084 | $22.2B | $72.4M |
| 2 | NUTRIEN US LLC NUTRIEN 401(K) RETIREMENT PLAN MASTER TRUST | LOVELAND CO | — | $2.2B | $22.5M |
| 3 | SODEXO, INC. SODEXO 401(K) EMPLOYEES' RETIREMENT SAVINGS TRUST |
NORTH BETHESDA MD |
| — |
| $2.4B |
| $15.0M |
| 4 | REV GROUP, INC. REV GROUP, INC. 401(K) RETIREMENT PLAN | BROOKFIELD WI | 5,529 | $349.6M | $14.9M |
| 5 | WELLS ENTERPRISES, INC. WELLS ENTERPRISES, INC. 401(K) PLAN | LE MARS IA | 3,761 | $445.8M | $6.5M |
| 6 | JOINT ANNUITY COMMITTEE IBEW LOCAL NO.86 ANNUITY FUND IBEW LOCAL NO. 86 ANNUITY FUND | ROCHESTER NY | 1,237 | $242.0M | $5.8M |
| 7 | SYLVAMO NORTH AMERICA, LLC SYLVAMO SAVINGS PLAN | MEMPHIS TN | 1,805 | $415.0M | $4.6M |
| 8 | BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT TR CIC DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 1,368 | $86.3M | $4.0M |
| 9 | TRANSFORM MIDCO LLC TRANSFORM MIDCO LLC SAVINGS PLAN MASTER TRUST | HOFFMAN ESTATES IL | — | $213.6M | $3.2M |
| 10 | BEALL'S INC. BEALL'S EMPLOYEES' SAVINGS TRUST | BRADENTON FL | 10,138 | $118.2M | $3.0M |
