Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding iShares 20+ Year Treasury Bond " in their Schedule of Assets, totaling $19.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UC HEALTH, LLC UC HEALTH RETIREMENT PLAN | CINCINNATI OH | 1,559 | $239.8M | $10.8M |
| 2 | ELDRIDGE WEALTH SOLUTIONS SECURITY BENEFIT ASSOCIATES PENSION PLAN | TOPEKA KS | 113 | $52.8M | $7.9M |
| 3 | MONTGOMERY GENERAL HOSPITAL MONTGOMERY GENERAL HOSPITAL EMPLOYEES' PENSION PLAN |
MONTGOMERY WV |
| 77 |
| $3.7M |
| $132K |
| 4 | PRECISION VALVE NORTH AMERICA, INC. PRECISION VALVE NORTH AMERICA, INC. PENSION PLAN | TRAVELERS REST SC | 12 | $3.8M | $112K |
| 5 | BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND USW LOCAL 318 HEALTH & WELFARE TRUST FUND | BARNEGAT NJ | 237 | $757K | $42K |
| 6 | WILLIAM M. PERKINS COMPANY, INC. WILLIAM M. PERKINS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SAN DIEGO CA | 93 | $3.7M | $30K |
| 7 | PSYCHOGENICS INC. PSYCHOGENICS, INC. 401(K) PLAN | PARAMUS NJ | 167 | $18.3M | $26K |
| 8 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $26K |
| 9 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $11K |
| 10 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $5K |
