Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FNMA 30YR 3.5% 05/01/2052#MA4600 in their Schedule of Assets, totaling $4.5M 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 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $4.0M |
| 2 | PROHEALTH PHYSICIANS, P.C. OPTUMCARE 401(K) RETIREMENT PLAN | MINNETONKA MN | 34,555 | $4.6B | $347K |
| 3 | SURGICAL CARE AFFILIATES, LLC |
MINNETONKA MN |
| 13,426 |
| $712.8M |
| $56K |
| 4 | KS MANAGEMENT SERVICES, L.L.C. KELSEY-SEYBOLD 401(K) PLAN | MINNETONKA MN | 6,334 | $743.5M | $55K |
| 5 | OPTUM MEDICAL SERVICES, P.C. OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN | MINNETONKA MN | 3,160 | $613.0M | $47K |
| 6 | PLUS ONE HOLDINGS, INC. PLUS ONE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | MINNETONKA MN | 1,688 | $33.7M | $3K |
