Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding U.S. LONG GOVT BOND INDX SL SF CL I in their Schedule of Assets, totaling $147.9M 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 | PWC US GROUP LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC | TAMPA FL | 49,697 | $13.2B | $40.2M |
| 2 | GRAPHIC PACKAGING INTERNATIONAL, LLC GRAPHIC PACKAGING INTL., LLC MASTER TRUST | ATLANTA GA | — | $1.8B | $19.1M |
| 3 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN |
MAPLEWOOD MN |
| 11,390 |
| $2.6B |
| $12.3M |
| 4 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $11.4M |
| 5 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $10.6M |
| 6 | DEUTSCHE BANK AMERICAS HOLDING CORP DEUTSCHE BANK MATCHED SAVINGS PLAN | NEW YORK NY | 7,791 | $4.5B | $8.0M |
| 7 | INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYL INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON PA | 9,477 | $562.5M | $7.4M |
| 8 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $5.6M |
| 9 | KERRY INC. KERRY INC. SAVINGS PLAN | BELOIT WI | 4,981 | $604.2M | $5.4M |
| 10 | KONE INC. KONE INC. EMPLOYEE SAVINGS PLAN | LISLE IL | 1,962 | $467.4M | $4.4M |
