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 4.125% 08/15/2053 DD 08/15/23 in their Schedule of Assets, totaling $207.2M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $92.8M |
| 2 | BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | WASHINGTON DC | 104,686 | $27.4B | $44.5M |
| 3 | MERCK & CO., INC. |
RAHWAY NJ |
| — |
| $11.3B |
| $25.2M |
| 4 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $22.6M |
| 5 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $16.0M |
| 6 | PACIFICORP PACIFICORP WELFARE BENEFITS PLAN NO. 534 | PORTLAND OR | 0 | $247.1M | $5.1M |
| 7 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | PISCATAWAY NJ | 262 | $58.3M | $625K |
| 8 | 3M COMPANY 3M RETIREE WELFARE BENEFIT PLAN | ST. PAUL MN | 0 | $81.6M | $437K |
| 9 | NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL NJ | 6,331 | $9.8B | $88K |
