Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding U S TREASURY BOND 3.000% 05/15/2047 DD 05/15/17 in their Schedule of Assets, totaling $40.2M 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 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $25.5M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $5.0M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON |
| — |
| $42.1B |
| $3.6M |
| 4 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $3.1M |
| 5 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $2.2M |
| 6 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $577K |
| 7 | MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY NJ | — | $11.3B | $233K |
