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 4.125% 10/31/27 in their Schedule of Assets, totaling $593K 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 | MO-KAN TEAMSTERS HEALTH AND WELFARE FUND MO-KAN TEAMSTERS HEALTH & WELFARE FUND | KANSAS CITY MO | 501 | $15.4M | $398K |
| 2 | TEAMSTERS LOCAL 445 WELFARE FUND TEAMSTERS LOCAL 445 WELFARE FUND | ROCK TAVERN NY | 168 | $5.0M | $194K |
