Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Raymond James 300,000 shs US Treasury Notes @ 4.5% due 11/15/2025 in their Schedule of Assets, totaling $301K 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 TEAMSTERS MULTI-BENEFIT TRUST TEAMSTERS MULTI-BENEFIT TRUST 1200 WILSHIRE BLVD 5TH FLOOR LOS ANGELES, CA 90017 | LOS ANGELES CA | 830 | $12.8M | $301K |
