Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding U S Treasury Bond 3.000% 08/15/2052 Dd 08/15/22 " in their Schedule of Assets, totaling $41.7M 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 | MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY NJ | — | $11.3B | $22.7M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $9.4M |
| 3 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN |
MILWAUKEE WI |
| 1,841 |
| $1.8B |
| $5.4M |
| 4 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $1.7M |
| 5 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | PISCATAWAY NJ | 262 | $58.3M | $991K |
| 6 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $967K |
| 7 | GT SERVICES LLC GT SERVICES LLC PENSION PLAN | LANDSALE PA | 276 | $58.1M | $250K |
| 8 | 3M COMPANY 3M RETIREE WELFARE BENEFIT PLAN | ST. PAUL MN | 0 | $81.6M | $172K |
| 9 | SI GROUP, INC. THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA | THE WOODLANDS TX | 96 | $22.4M | $126K |
