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 3.625% Due 03-31-28 in their Schedule of Assets, totaling $1.7M 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 | SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN | WILKES BARRE PA | 181 | $35.2M | $1.6M |
| 2 | TRUSTEES OF THE SHEET METAL WORKERS LOCAL 44 SHEET METAL WORKERS LOCAL 44 WELFARE FUND | WILKES BARRE PA | 193 | $2.9M | $103K |
