Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding 912810TR9 UNITED STATES OF AMERICA BOND FIXED 3.62 SEMI-ANN. 3.625% 05/15/2053 in their Schedule of Assets, totaling $52.7M 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 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $23.0M |
| 2 | AT&T INC. AT&T PENSION BENEFIT PLAN | DALLAS TX | 93,065 | $28.3B | $21.4M |
| 3 | VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP RETIREMENT TRUST | GREENSBORO NC |
| — |
| $1.1B |
| $3.9M |
| 4 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $2.9M |
| 5 | NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS COMPANY RETIREMENT PLAN | WILLIAMSVILLE NY | 189 | $861.4M | $1.4M |
| 6 | REYNOLDS AMERICAN INC. REYNOLDS AMERICAN DEFINED BENEFIT MASTER TRUST | WINSTON-SALEM NC | — | $2.3B | $77K |
