Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares 20+ Year Treasury Bond ETF Mutual fund in their Schedule of Assets, totaling $1.1M 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 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BUENA PARK CA | 638 | $26.3M | $312K |
| 2 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD OH | 195 | $11.5M | $305K |
| 3 | DGPERRY, PLLC |
CANFIELD IN |
| 129 |
| $13.1M |
| $264K |
| 4 | GLOBAL PHYSICIAN NETWORK LLC SARASOTA EMERGENCY ASSOCIATES, PA CASH BALANCE PLAN | SARASOTA FL | 111 | $3.9M | $181K |
| 5 | RICKS BARBECUE, INC. RICK'S BARBECUE, INC. AND AFFILIATED COMPANIES CASH BALANCE PENSION PLAN | LEOMA TN | 81 | $1.5M | $57K |
