Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding U.S. Department of the Treasury US TREASU NT 4.125% 10/31/27 in their Schedule of Assets, totaling $3.0M 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 | FISH & RICHARDSON, P.C. FISH & RICHARDSON PRINCIPALS' CASH BALANCE PLAN | MINNEAPOLIS MN | 133 | $153.9M | $3.0M |
