Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding TRP US LTD DUR INFL FOC BOND TRUST in their Schedule of Assets, totaling $460.9M 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 | BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK NY | 5,885 | $1.8B | $75.5M |
| 2 | ENTERGY CORPORATION ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST | NEW ORLEANS LA | — | $4.4B | $48.6M |
| 3 | HYATT CORPORATION |
CHICAGO IL |
| 36,196 |
| $2.5B |
| $32.1M |
| 4 | XPO LOGISTICS, INC. XPO LOGISTICS INC. MASTER TRUST | PORTLAND OR | — | $2.5B | $30.1M |
| 5 | HILCORP ENERGY COMPANY HILCORP ENERGY COMPANY 401(K) SAVINGS PLAN | HOUSTON TX | 3,848 | $817.8M | $21.3M |
| 6 | BROWN BROTHERS HARRIMAN & CO. 59 WALL STREET CAPITAL ACCUMULATION PLAN | NEW YORK NY | 3,303 | $1.5B | $19.5M |
| 7 | CARMAX, INC. CARMAX, INC. RETIREMENT SAVINGS PLAN | RICHMOND VA | 29,008 | $1.8B | $16.1M |
| 8 | CONSOLIDATED COMMUNICATIONS, INC. CONSOLIDATED COMMUNICATIONS, INC. 401(K) PLAN | CONROE TX | 2,715 | $1.2B | $12.7M |
| 9 | NXP USA, INC. NXP 401(K) RETIREMENT PLAN | AUSTIN TX | 4,779 | $3.8B | $12.0M |
| 10 | BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLAN ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN | PHOENIX AZ | 9,484 | $461.2M | $10.3M |
