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 4.250% DUE 01/15/2028 in their Schedule of Assets, totaling $252K 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 | SHEET METAL WORKERS LOCAL UNION NO. 32 HEALTH & WELFARE FUND SHEET METAL WORKERS LOCAL UNION NO. 32 HEALTH & WELFARE FUND | PEMBROKE PINES FL | 302 | $4.6M | $176K |
| 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 | $76K |
