Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FNMA TBA 30 YR 4 SINGLE FAMILY MORTGAGE in their Schedule of Assets, totaling $59.5M 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 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $48.5M |
| 2 | SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD CA | 13,749 | $6.4B | $6.9M |
| 3 | BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND |
FLUSHING NY |
| 23,406 |
| $8.0B |
| $2.7M |
| 4 | PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATING THE GENERAL PENSION PLAN OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS | WASHINGTON DC | 2,198 | $1.2B | $1.4M |
| 5 | I.U.O.E. #132 ANNUITY & SAVINGS FD I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND | HUNTINGTON WV | 6,113 | $105.2M | $93K |
| 6 | CHASE BREXTON HEALTH SERVICES, INC. CHASE BREXTON HEALTH SERVICES, INC. 403(B) PLAN | BALTIMORE MD | 585 | $28.2M | $374 |
