Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding U.S. Treasury Note 3.125%, Aug 31, 2029 in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIATRIS PHARMACEUTICALS LLC PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO | CANONSBURG PA | 623 | $604.1M | $3.2M |
| 2 | THE FRANKLIN INSTITUTE THE FRANKLIN INSTITUTE RETIREMENT INCOME PLAN II | PHILADELPHIA PA | 17 | $8.0M | $85K |