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 AUG 15 2027 2.25% in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAC LOCAL 5 NEW YORK ANNUITY PLAN BAC LOCAL 5 NEW YORK ANNUITY PLAN | REGO PARK NY | 1,324 | $25.4M | $1.5M |
| 2 | BAC LOCAL #5, NEW YORK WELFARE FUND BAC LOCAL #5, NEW YORK WELFARE FUND | REGO PARK NY | 84 | $10.3M | $607K |
| 3 | INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK |
TAMPA FL |
| 114 |
| $6.3M |
| $456K |
