Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding U S TREASURY BOND 4.375% 08/15/2043 DD 08/15/23 in their Schedule of Assets, totaling $200.8M 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 CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $99.0M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $84.5M |
| 3 | MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST |
| — |
| $11.3B |
| $7.0M |
| 4 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $4.5M |
| 5 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $2.6M |
| 6 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY RETIREMENT PLAN | WASHINGTON DC | 547 | $769.2M | $2.5M |
| 7 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $532K |
| 8 | 3M COMPANY 3M RETIREE WELFARE BENEFIT PLAN | ST. PAUL MN | 0 | $81.6M | $47K |
