Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding U.S. TREASURY BOND 4.250% 02/15/2054 DD 02/15/24 in their Schedule of Assets, totaling $127.0M 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 | $34.9M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $33.8M |
| 3 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN |
MILWAUKEE WI |
| 1,841 |
| $1.8B |
| $25.9M |
| 4 | SHANDS TEACHING HOSPITAL AND CLINICS, INC. SHANDS HEALTHCARE PENSION PLAN II | GAINESVILLE FL | 2,264 | $999.2M | $9.4M |
| 5 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $9.1M |
| 6 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $5.8M |
| 7 | PACIFICORP PACIFICORP WELFARE BENEFITS PLAN NO. 534 | PORTLAND OR | 0 | $247.1M | $2.2M |
| 8 | 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 | $1.5M |
| 9 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | PISCATAWAY NJ | 262 | $58.3M | $1.5M |
| 10 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $1.0M |
