Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding 3-10 YEAR U.S. AGENCY INDX NL CTF in their Schedule of Assets, totaling $3.7M 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 | DEUTSCHE BANK AMERICAS HOLDING CORPORATION DEUTSCHE BANK CASH ACCOUNT PENSION PLAN | NEW YORK NY | 657 | $1.1B | $963K |
| 2 | CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CLEVELAND OH | — | $2.3B | $854K |
| 3 | MODERN WOODMEN OF AMERICA |
ROCK ISLAND IL |
| 1,088 |
| $865.1M |
| $495K |
| 4 | PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS MD | 1,098 | $4.8B | $358K |
| 5 | PMI GLOBAL SERVICES INC. PHILIP MORRIS INTERNATIONAL RETIREMENT PLAN | STAMFORD CT | 30 | $266.7M | $246K |
| 6 | AMCOR FLEXIBLES NORTH AMERICA, INC. BEMIS RETIREMENT PLAN | OSHKOSH WI | 714 | $194.9M | $242K |
| 7 | HOPE GAS, INC. HOPE GAS PENSION PLAN | MORGANTOWN WV | 363 | $212.3M | $199K |
| 8 | HERC RENTALS INC. HERC RENTALS PENSION PLAN | BONITA SPRINGS FL | 1,006 | $118.4M | $172K |
| 9 | HILTON DOMESTIC OPERATING CO, INC HILTON HOTELS RETIREMENT PLAN | MCLEAN VA | 501 | $246.1M | $75K |
| 10 | CHROMALLOY CORPORATION THE CHROMALLOY CORPORATION MASTER TRUST | PALM BEACH GARDENS FL | — | $138.9M | $43K |
