Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding U.S. TREASURY NOTE 4.125% DUE 02/15/2027 in their Schedule of Assets, totaling $759K 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 | UFCW LOCAL 1000 AND KROGER DALLAS HEALTH & WELFARE FUND UFCW LOCAL 1000 AND KROGER DALLAS HEALTH & WELFARE FUND | PEMBROKE PINES FL | 9,411 | $25.8M | $274K |
| 2 | SHEET METAL WORKERS LOCAL UNION NO. 32 PENSION TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 32 PENSION TRUST FUND | PEMBROKE PINES FL | 207 | $62.8M | $252K |
| 3 |
PEMBROKE PINES FL |
| 2,541 |
| $12.0M |
| $150K |
| 4 | TRUSTEES OF LOCAL 754 AND TAMPA POLICE BENEVOLENT ASSOCIATION TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEES HELATH PLAN | PEMBROKE PINES FL | 1,581 | $16.1M | $68K |
| 5 | NATIONAL EMPLOYEES HEALTH PLAN NATIONAL EMPLOYEE HEALTH PLAN | TROY MI | 4,957 | $14.2M | $15K |
