Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FNMA TBA 30 YR 5.5 SINGLE FAMILY MORTGAGE in their Schedule of Assets, totaling $68.4M 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 | $57.2M |
| 2 | BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY | FLUSHING NY | 23,406 | $8.0B | $6.4M |
| 3 | PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATING |
WASHINGTON DC |
| 2,198 |
| $1.2B |
| $4.7M |
