Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding U S Treasury Bd Cpn Strip in their Schedule of Assets, totaling $3.8B 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $2.8B |
| 2 | DEERE & COMPANY JOHN DEERE SAVINGS AND INVESTMENT PLAN | MOLINE IL | 17,840 | $11.0B | $470.4M |
| 3 | KOCH COMPANIES, LLC KOCH COMPANIES DEFINED BENEFIT MASTER TRUST |
WICHITA KS |
| — |
| $6.1B |
| $460.4M |
| 4 | TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK NY | 117 | $237.4M | $25.5M |
| 5 | GREENE, TWEED & COMPANY, INC. GREENE, TWEED & CO., INC. PENSION PLAN | KULPSVILLE PA | 32 | $25.7M | $2.8M |
| 6 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE NJ | 63,563 | $29.4B | $272K |
| 7 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS & SECURITY PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES | BASKING RIDGE NJ | 12,203 | $5.8B | $53K |
| 8 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS SECURITY PLAN FOR MID-ATLANTIC ASSOCIATES | BASKING RIDGE NJ | 11,674 | $3.4B | $31K |
| 9 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS AND SECURITY PLAN FOR WEST REGION HOURLY EMPLOYEES | BASKING RIDGE NJ | 430 | $316.4M | $3K |
