Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding U.S. Treasury 5 Year Contract in their Schedule of Assets, totaling $51.2M 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 EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND | PHILADELPHIA PA | 14,943 | $2.2B | $10.8M |
| 2 | BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND | PHILADELPHIA PA | 11,342 | $1.1B | $10.2M |
| 3 |
ST LOUIS MO |
| 3,672 |
| $1.2B |
| $8.6M |
| 4 | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND MASON TENDERS' DISTRICT COUNCIL PENSION FUND | NEW YORK NY | 8,766 | $2.0B | $5.0M |
| 5 | BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUND EASTERN ATLANTIC STATES CARPENTERS PENSION FUND | PHILADELPHIA PA | 12,161 | $5.0B | $4.8M |
| 6 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND | WILMINGTON MA | 10,412 | $3.8B | $2.6M |
| 7 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUND N. ATLANTIC STATES CARP. PENSION FUND | WILMINGTON MA | 16,341 | $5.1B | $2.5M |
| 8 | BOT NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND N. ATLANTIC STATES CARP. HEALTH BENEFITS FUND | WILMINGTON MA | 18,857 | $939.0M | $1.6M |
| 9 | BOARD OF TRUSTEES OF MASON TENDERS DISTRICT COUNCIL WELFARE FUND MASON TENDERS' DISTRICT COUNCIL WELFARE FUND | NEW YORK NY | 7,983 | $570.4M | $1.2M |
| 10 | BOARD OF TRUSTEES OF SMART LOCAL UNION NO. 36 PENSION FUND INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS (SMART) LOCAL UNION NO. 36 PENSION FUND | SAINT LOUIS MO | 1,381 | $372.9M | $1.2M |
