Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding U.S. Treasury Bond U.S. Treasury Bond 1.125% May 15, 2040 in their Schedule of Assets, totaling $3.0M 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 | UNIFY INC. UNIFY INC. PENSION PLAN | MESA AZ | 62 | $212.4M | $3.0M |
| 2 | GOLDEN STATE ENGINEERING, INC. GOLDEN STATE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PARAMOUNT CA | 137 | $10.4M | $7K |