Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FNMA 30YR 3.5% 01/01/2051#FM7599 in their Schedule of Assets, totaling $12.5M 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 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $8.6M |
| 2 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $3.7M |
| 3 | SURGICAL CARE AFFILIATES, LLC |
MINNETONKA MN |
| 13,426 |
| $712.8M |
| $193K |
| 4 | PLUS ONE HOLDINGS, INC. PLUS ONE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | MINNETONKA MN | 1,688 | $33.7M | $9K |
