Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding U.S. TREASURY BOND 4.500% 02/15/2044 DD 02/15/24 in their Schedule of Assets, totaling $117.4M 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 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $28.6M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $25.2M |
| 3 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN |
| 6,472 |
| $8.9B |
| $16.6M |
| 4 | 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 | $15.7M |
| 5 | MERCK & CO., INC. MERCK & CO., INC. MASTER RETIREMENT TRUST | RAHWAY NJ | — | $11.3B | $11.1M |
| 6 | SHANDS TEACHING HOSPITAL AND CLINICS, INC. SHANDS HEALTHCARE PENSION PLAN II | GAINESVILLE FL | 2,264 | $999.2M | $9.9M |
| 7 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN | DALLAS TX | 4,646 | $1.9B | $4.8M |
| 8 | INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. THE INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | PISCATAWAY NJ | 262 | $58.3M | $1.7M |
| 9 | NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL NJ | 6,331 | $9.8B | $1.1M |
| 10 | PACIFICORP PACIFICORP WELFARE BENEFITS PLAN NO. 534 | PORTLAND OR | 0 | $247.1M | $1.1M |
