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 4.625% DUE 06/15/2027 in their Schedule of Assets, totaling $556K 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 | $370K |
| 2 | 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 | $135K |
| 3 |
TROY MI |
| 4,957 |
| $14.2M |
| $51K |
