Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding 3-10 YEAR U.S. TREASURY INDX NL FUN in their Schedule of Assets, totaling $384.0M 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 | $64.5M |
| 2 | CLEVELAND-CLIFFS STEEL LLC CLEVELAND-CLIFFS STEEL LLC PENSION TRUST | CLEVELAND OH | — | $2.3B | $57.2M |
| 3 | TRUSTEES OF NYS TEAMSTERS CONFERENCE |
SYRACUSE NY |
| 9,102 |
| $2.8B |
| $50.2M |
| 4 | MODERN WOODMEN OF AMERICA MODERN WOODMEN OF AMERICA EMPLOYEES' RETIREMENT PLAN | ROCK ISLAND IL | 1,088 | $865.1M | $33.2M |
| 5 | BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUND MASSACHUSETTS LABORERS' ANNUITY FUND | BURLINGTON MA | 13,601 | $2.3B | $30.7M |
| 6 | PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN | SPARKS MD | 1,098 | $4.8B | $24.0M |
| 7 | BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUND MASSACHUSETTS LABORERS' PENSION FUND | BURLINGTON MA | 10,031 | $2.5B | $19.9M |
| 8 | PMI GLOBAL SERVICES INC. PHILIP MORRIS INTERNATIONAL RETIREMENT PLAN | STAMFORD CT | 30 | $266.7M | $16.5M |
| 9 | AMCOR FLEXIBLES NORTH AMERICA, INC. BEMIS RETIREMENT PLAN | OSHKOSH WI | 714 | $194.9M | $16.2M |
| 10 | CONAGRA BRANDS, INC. BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND | OMAHA NE | 973 | $194.8M | $14.4M |
