Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding U.S. TREASURY NOTE 4.500% DUE 05/15/2027 in their Schedule of Assets, totaling $599K 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 PENSION TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 32 PENSION TRUST FUND | PEMBROKE PINES FL | 207 | $62.8M | $526K |
| 2 | NATIONAL EMPLOYEES HEALTH PLAN NATIONAL EMPLOYEE HEALTH PLAN | TROY MI | 4,957 | $14.2M | $40K |
| 3 | SHEET METAL WORKERS LOCAL UNION NO. 32 HEALTH & WELFARE FUND |
PEMBROKE PINES FL |
| 302 |
| $4.6M |
| $32K |
