Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Citigroup Global Markets Holdings Inc/United States Zero Coupon 01 Oct 2026 in their Schedule of Assets, totaling $3.5M 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 | HAWAII CARPENTERS FINANCIAL SECURITY FUND HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU HI | 4,242 | $662.3M | $3.3M |
| 2 | BOT ROOFERS UNION LOCAL 221 ANNUITY PLAN ROOFERS UNION LOCAL 221 ANNUITY PLAN | HONOLULU HI | 189 | $19.4M | $221K |
