Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding 1-3 YEAR U.S. TREASURY INDX NL FUND in their Schedule of Assets, totaling $364.9M 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 | BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUND MASSACHUSETTS LABORERS' PENSION FUND | BURLINGTON MA | 10,031 | $2.5B | $89.9M |
| 2 | BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUND MASSACHUSETTS LABORERS' ANNUITY FUND | BURLINGTON MA | 13,601 | $2.3B | $89.7M |
| 3 | DEUTSCHE BANK AMERICAS HOLDING CORPORATION |
NEW YORK NY |
| 657 |
| $1.1B |
| $48.3M |
| 4 | CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CLEVELAND OH | — | $2.3B | $42.9M |
| 5 | MODERN WOODMEN OF AMERICA MODERN WOODMEN OF AMERICA EMPLOYEES' RETIREMENT PLAN | ROCK ISLAND IL | 1,088 | $865.1M | $24.8M |
| 6 | PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS MD | 1,098 | $4.8B | $18.0M |
| 7 | PMI GLOBAL SERVICES INC. PHILIP MORRIS INTERNATIONAL RETIREMENT PLAN | STAMFORD CT | 30 | $266.7M | $12.3M |
| 8 | AMCOR FLEXIBLES NORTH AMERICA, INC. BEMIS RETIREMENT PLAN | OSHKOSH WI | 714 | $194.9M | $12.2M |
| 9 | HOPE GAS, INC. HOPE GAS PENSION PLAN | MORGANTOWN WV | 363 | $212.3M | $10.0M |
| 10 | HERC RENTALS INC. HERC RENTALS PENSION PLAN | BONITA SPRINGS FL | 1,006 | $118.4M | $8.6M |
